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

Gen-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 		$176K Buy
2,040
+156
+8% +$13.4K 0.05% 251
2026
Q1 		$163K Buy
1,884
+110
+6% +$9.67K 0.05% 265
2025
Q4 		$155K Buy
1,774
+157
+10% +$14K 0.05% 283
2025
Q3 		$145K Buy
1,617
+124
+8% +$10.8K 0.05% 277
2025
Q2 		$132K Buy
1,493
+121
+9% +$10.6K 0.05% 256
2025
Q1 		$125K Sell
1,372
-4,441
-76% -$395K 0.05% 251
2024
Q4 		$508K Buy
5,813
+137
+2% +$12.6K 0.22% 132
2024
Q3 		$524K Sell
5,676
-1,095
-16% -$106K 0.23% 124
2024
Q2 		$621K Sell
6,771
-1,406
-17% -$128K 0.3% 77
2024
Q1 		$774K Buy
+8,177
New +$773K 0.38% 56

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

Gen-Wealth Partners's TLT Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.3% in Q2 2026, buying an estimated $13.4K and bringing the position to 2,040 shares worth $176K. The position accounts for 0.05% of the portfolio, ranked #251.

Gen-Wealth Partners first reported a position in TLT in Q1 2024 and has held it in 10 quarters since. The position peaked at $774K in Q1 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Gen-Wealth Partners held 2,040 shares of iShares 20+ Year Treasury Bond ETF worth $176K as of Q2 2026.
  • Gen-Wealth Partners bought 156 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $13.4K.
  • iShares 20+ Year Treasury Bond ETF made up 0.05% of Gen-Wealth Partners's portfolio in Q2 2026, its #251 holding.
  • Gen-Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $774K in Q1 2024.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.