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Concord Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Concord Wealth Partners’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76.7K Buy
+888
New +$76.3K 0.01% 313
2026
Q1 		– Sell
-888
Closed -$77.4K – 727
2025
Q4 		$77.4K Buy
+888
New +$79.4K 0.01% 282
2025
Q2 		– Sell
-20
Closed -$1.82K – 900
2025
Q1 		$1.82K Sell
20
-52
-72% -$4.63K ﹤0.01% 685
2024
Q4 		$6.29K Buy
72
+52
+260% +$4.79K ﹤0.01% 576
2024
Q3 		$1.96K Sell
20
-2
-9% -$193 ﹤0.01% 747
2024
Q2 		$2.02K Sell
22
-14
-39% -$1.28K ﹤0.01% 666
2024
Q1 		$3.41K Buy
36
+14
+64% +$1.32K ﹤0.01% 697
2023
Q4 		$2.17K Sell
22
-21
-49% -$1.9K ﹤0.01% 708
2023
Q3 		$3.81K Hold
43
– – ﹤0.01% 764
2023
Q2 		$4.43K Hold
43
– – ﹤0.01% 728
2023
Q1 		$4.57K Hold
43
– – ﹤0.01% 685
2022
Q4 		$4.28K Buy
+43
New +$4.33K ﹤0.01% 797
2022
Q3 		– Sell
-144
Closed -$17K – 1055
2022
Q2 		$17K Hold
144
– – ﹤0.01% 582
2022
Q1 		$19K Sell
144
-9
-6% -$1.24K ﹤0.01% 642
2021
Q4 		$23K Buy
153
+110
+256% +$16.2K 0.01% 620
2021
Q3 		$6K Sell
43
-50
-54% -$7.42K ﹤0.01% 561
2021
Q2 		$13K Hold
93
– – ﹤0.01% 581
2021
Q1 		$13K Buy
93
+52
+127% +$7.54K ﹤0.01% 547
2020
Q4 		$6K Buy
+41
New +$6.51K ﹤0.01% 402

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Concord Wealth Partners's TLT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 888 shares worth $76.7K. The stake represents 0.01% of the portfolio and ranks #313 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in TLT as recently as Q4 2025.

Concord Wealth Partners first reported a position in TLT in Q4 2020 and has held it in 19 quarters since. The position peaked at $77.4K in Q4 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Concord Wealth Partners held 888 shares of iShares 20+ Year Treasury Bond ETF worth $76.7K as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #313 holding.
  • Concord Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • Concord Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $77.4K in Q4 2025.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.