Focus Partners Advisor Solutions’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Focus Partners Advisor Solutions’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	$462K	Buy	5,324 +1,495	+39%	+$131K	﹤0.01%	817
2025 Q4	$334K	Sell	3,829 -1,863	-33%	-$167K	﹤0.01%	858
2025 Q3	$510K	Buy	5,692 +10	+0.2%	+$875	0.01%	732
2025 Q2	$501K	Sell	5,682 -1,428	-20%	-$125K	0.01%	671
2025 Q1	$647K	Buy	7,110 +2,290	+48%	+$204K	0.01%	513
2024 Q4	$421K	Sell	4,820 -1,125	-19%	-$104K	0.01%	516
2024 Q3	$583K	Buy	5,945 +3,191	+116%	+$308K	0.01%	413
2024 Q2	$253K	Buy	+2,754	New	+$251K	0.01%	534

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Advisor Solutions's TLT Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 39% in Q1 2026, buying an estimated $131K and bringing the position to 5,324 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Focus Partners Advisor Solutions first reported a position in TLT in Q2 2024 and has held it in 8 quarters since. The position peaked at $647K in Q1 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Focus Partners Advisor Solutions held 5,324 shares of iShares 20+ Year Treasury Bond ETF worth $462K as of Q1 2026.
Focus Partners Advisor Solutions bought 1,495 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $131K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #817 holding.
Focus Partners Advisor Solutions first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Focus Partners Advisor Solutions's iShares 20+ Year Treasury Bond ETF position peaked at $647K in Q1 2025.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.