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

Daymark 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 		$739K Sell
8,549
-217
-2% -$18.6K 0.02% 390
2026
Q1 		$760K Buy
8,766
+874
+11% +$76.8K 0.02% 344
2025
Q4 		$688K Sell
7,892
-3,889
-33% -$348K 0.02% 335
2025
Q3 		$1.05M Buy
+11,781
New +$1.03M 0.04% 276

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

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

Daymark Wealth Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.5% in Q2 2026, selling an estimated $18.6K and leaving 8,549 shares worth $739K. The position accounts for 0.02% of the portfolio, ranked #390.

Daymark Wealth Partners first reported a position in TLT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.05M in Q3 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Daymark Wealth Partners held 8,549 shares of iShares 20+ Year Treasury Bond ETF worth $739K as of Q2 2026.
  • Daymark Wealth Partners sold 217 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $18.6K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #390 holding.
  • Daymark Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Daymark Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $1.05M in Q3 2025.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.