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

FAS 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
Q1 		$72.7K Buy
839
+56
+7% +$4.92K ﹤0.01% 379
2025
Q4 		$68.2K Buy
783
+3
+0.4% +$268 ﹤0.01% 384
2025
Q3 		$69.7K Sell
780
-609
-44% -$53.3K ﹤0.01% 362
2025
Q2 		$123K Buy
1,389
+614
+79% +$53.5K 0.01% 326
2025
Q1 		$70.6K Sell
775
-21
-3% -$1.87K 0.01% 326
2024
Q4 		$69.5K Buy
796
+26
+3% +$2.39K 0.01% 332
2024
Q3 		$75.6K Buy
770
+21
+3% +$2.02K 0.01% 337
2024
Q2 		$68.7K Buy
749
+166
+28% +$15.1K 0.01% 324
2024
Q1 		$55.2K Buy
583
+466
+398% +$44.1K ﹤0.01% 343
2023
Q4 		$11.6K Buy
+117
New +$10.6K ﹤0.01% 394
2023
Q3 		– Sell
-64
Closed -$6.59K – 433
2023
Q2 		$6.59K Sell
64
-123
-66% -$12.8K ﹤0.01% 373
2023
Q1 		$19.9K Sell
187
-133
-42% -$13.9K ﹤0.01% 374
2022
Q4 		$31.9K Sell
320
-1,184
-79% -$119K ﹤0.01% 345
2022
Q3 		$154K Buy
+1,504
New +$169K 0.02% 278
2020
Q3 		– Sell
-336
Closed -$55K – 330
2020
Q2 		$55K Buy
+336
New +$55.3K 0.01% 257

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FAS Wealth Partners's TLT Position: Q1 2026 in Review

FAS Wealth Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 7.2% in Q1 2026, buying an estimated $4.92K and bringing the position to 839 shares worth $72.7K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

FAS Wealth Partners first reported a position in TLT in Q2 2020 and has held it in 15 quarters since. The position peaked at $154K in Q3 2022. 1,087 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • FAS Wealth Partners held 839 shares of iShares 20+ Year Treasury Bond ETF worth $72.7K as of Q1 2026.
  • FAS Wealth Partners bought 56 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $4.92K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #379 holding.
  • FAS Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and has held it in 15 quarters since.
  • FAS Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $154K in Q3 2022.
  • 1,087 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.