FWP
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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
Q2 		$15.5K Sell
180
-659
-79% -$56.6K ﹤0.01% 461
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 $1.55T 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

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

FAS Wealth Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 79% in Q2 2026, selling an estimated $56.6K and leaving 180 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

FAS Wealth Partners first reported a position in TLT in Q2 2020 and has held it in 16 quarters since. The position peaked at $154K in Q3 2022. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • FAS Wealth Partners held 180 shares of iShares 20+ Year Treasury Bond ETF worth $15.5K as of Q2 2026.
  • FAS Wealth Partners sold 659 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $56.6K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #461 holding.
  • FAS Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and has held it in 16 quarters since.
  • FAS Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $154K in Q3 2022.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.