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

Core 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	$405K	Buy	4,687 +66	+1%	+$5.67K	0.17%	114
2026 Q1	$401K	Sell	4,621 -17	-0.4%	-$1.5K	0.19%	105
2025 Q4	$404K	Sell	4,638 -2,248	-33%	-$201K	0.18%	106
2025 Q3	$615K	Buy	6,886 +1,050	+18%	+$91.8K	0.28%	75
2025 Q2	$515K	Buy	5,836 +1,297	+29%	+$113K	0.26%	83
2025 Q1	$413K	Sell	4,539 -1,251	-22%	-$111K	0.24%	98
2024 Q4	$506K	Buy	5,790 +1,840	+47%	+$169K	0.29%	79
2024 Q3	$388K	Buy	+3,950	New	+$381K	0.24%	96

Other funds holding TLT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Core Wealth Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.4% in Q2 2026, buying an estimated $5.67K and bringing the position to 4,687 shares worth $405K. The position accounts for 0.17% of the portfolio, ranked #114.

Core Wealth Partners first reported a position in TLT in Q3 2024 and has held it in 8 quarters since. The position peaked at $615K in Q3 2025. 295 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Core Wealth Partners held 4,687 shares of iShares 20+ Year Treasury Bond ETF worth $405K as of Q2 2026.
Core Wealth Partners bought 66 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $5.67K.
iShares 20+ Year Treasury Bond ETF made up 0.17% of Core Wealth Partners's portfolio in Q2 2026, its #114 holding.
Core Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Core Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $615K in Q3 2025.
295 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.