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

Cyndeo 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 		$1.08M Buy
12,493
+7,494
+150% +$643K 0.05% 253
2026
Q1 		$433K Buy
4,999
+482
+11% +$42.4K 0.02% 348
2025
Q4 		$394K Buy
4,517
+1,027
+29% +$91.8K 0.02% 361
2025
Q3 		$312K Sell
3,490
-320
-8% -$28K 0.02% 382
2025
Q2 		$336K Sell
3,810
-11,332
-75% -$988K 0.02% 365
2025
Q1 		$1.38M Buy
15,142
+1,441
+11% +$128K 0.09% 186
2024
Q4 		$1.2M Sell
13,701
-866
-6% -$79.7K 0.08% 199
2024
Q3 		$1.43M Sell
14,567
-1,643
-10% -$158K 0.1% 182
2024
Q2 		$1.49M Buy
16,210
+1,340
+9% +$122K 0.12% 182
2024
Q1 		$1.41M Buy
14,870
+4,536
+44% +$429K 0.12% 175
2023
Q4 		$1.02M Buy
10,334
+7,755
+301% +$701K 0.09% 185
2023
Q3 		$229K Buy
+2,579
New +$248K 0.02% 309

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

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

Cyndeo Wealth Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 150% in Q2 2026, buying an estimated $643K and bringing the position to 12,493 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #253.

Cyndeo Wealth Partners first reported a position in TLT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.49M in Q2 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Cyndeo Wealth Partners held 12,493 shares of iShares 20+ Year Treasury Bond ETF worth $1.08M as of Q2 2026.
  • Cyndeo Wealth Partners bought 7,494 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $643K.
  • iShares 20+ Year Treasury Bond ETF made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #253 holding.
  • Cyndeo Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Cyndeo Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $1.49M in Q2 2024.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.