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

Firethorn 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 		$276K Buy
+3,192
New +$274K 0.09% 169
2026
Q1 		– Sell
-3,456
Closed -$301K – 203
2025
Q4 		$301K Buy
3,456
+916
+36% +$81.9K 0.11% 142
2025
Q3 		$227K Sell
2,540
-423
-14% -$37K 0.09% 167
2025
Q2 		$262K Sell
2,963
-521
-15% -$45.4K 0.11% 139
2025
Q1 		$317K Sell
3,484
-6,285
-64% -$559K 0.15% 123
2024
Q4 		$853K Sell
9,769
-147
-1% -$13.5K 0.42% 52
2024
Q3 		$973K Sell
9,916
-2,035
-17% -$196K 0.49% 44
2024
Q2 		$1.1M Sell
11,951
-1,298
-10% -$118K 0.62% 37
2024
Q1 		$1.25M Sell
13,249
-899
-6% -$85K 0.74% 31
2023
Q4 		$1.4M Buy
14,148
+774
+6% +$69.9K 0.92% 25
2023
Q3 		$1.19M Buy
+13,374
New +$1.29M 0.91% 25
2022
Q4 		– Sell
-2,502
Closed -$256K – 142
2022
Q3 		$256K Buy
+2,502
New +$282K 0.24% 93
2022
Q2 		– Sell
-1,865
Closed -$246K – 145
2022
Q1 		$246K Buy
+1,865
New +$257K 0.19% 109
2021
Q1 		– Sell
-2,475
Closed -$390K – 145
2020
Q4 		$390K Buy
+2,475
New +$393K 0.42% 55

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

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

Firethorn Wealth Partners opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 3,192 shares worth $276K. The stake represents 0.09% of the portfolio and ranks #169 among its holdings. This is a return to the name: Firethorn Wealth Partners previously reported a position in TLT as recently as Q4 2025.

Firethorn Wealth Partners first reported a position in TLT in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.4M in Q4 2023. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Firethorn Wealth Partners held 3,192 shares of iShares 20+ Year Treasury Bond ETF worth $276K as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Firethorn Wealth Partners position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.09% of Firethorn Wealth Partners's portfolio in Q2 2026, its #169 holding.
  • Firethorn Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 14 quarters since.
  • Firethorn Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $1.4M in Q4 2023.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.