Focus Partners Wealth
TLT icon

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

Focus Partners Wealth’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 		$2.97M Sell
34,399
-85,351
-71% -$7.33M ﹤0.01% 1176
2026
Q1 		$10.4M Buy
119,750
+14,847
+14% +$1.31M 0.01% 707
2025
Q4 		$9.15M Sell
104,903
-26,502
-20% -$2.37M 0.01% 730
2025
Q3 		$11.7M Buy
131,405
+62,191
+90% +$5.44M 0.02% 520
2025
Q2 		$6.11M Sell
69,214
-96,829
-58% -$8.44M 0.01% 620
2025
Q1 		$15.1M Buy
166,043
+65,338
+65% +$5.82M 0.04% 385
2024
Q4 		$8.79M Buy
100,705
+44,263
+78% +$4.07M 0.02% 491
2024
Q3 		$5.54M Sell
56,442
-492
-0.9% -$47.4K 0.02% 536
2024
Q2 		$5.23M Buy
56,934
+29,214
+105% +$2.66M 0.02% 493
2024
Q1 		$2.62M Buy
27,720
+2,162
+8% +$204K 0.02% 438
2023
Q4 		$2.53M Buy
+25,558
New +$2.31M 0.03% 320

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

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

Focus Partners Wealth reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 71% in Q2 2026, selling an estimated $7.33M and leaving 34,399 shares worth $2.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Focus Partners Wealth first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.1M in Q1 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Focus Partners Wealth held 34,399 shares of iShares 20+ Year Treasury Bond ETF worth $2.97M as of Q2 2026.
  • Focus Partners Wealth sold 85,351 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $7.33M.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1176 holding.
  • Focus Partners Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $15.1M in Q1 2025.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.