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Golden State Equity Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Golden State Equity 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 		– Sell
-7,910
Closed -$686K – 1612
2026
Q1 		$686K Buy
7,910
+329
+4% +$28.9K 0.05% 368
2025
Q4 		$661K Sell
7,581
-4,018
-35% -$359K 0.11% 217
2025
Q3 		$1.04M Buy
11,599
+1,803
+18% +$158K 0.17% 143
2025
Q2 		$864K Sell
9,796
-9,527
-49% -$831K 0.16% 158
2025
Q1 		$1.76M Buy
19,323
+4,119
+27% +$367K 0.35% 68
2024
Q4 		$1.33M Buy
15,204
+15,132
+21,017% +$1.39M 0.25% 92
2024
Q3 		$7.06K Buy
+72
New +$6.94K ﹤0.01% 607
2023
Q4 		$836K Sell
8,453
-24,106
-74% -$2.18M 0.2% 118
2023
Q3 		$2.89M Sell
32,559
-258
-0.8% -$24.8K 0.8% 27
2023
Q2 		$3.38M Sell
32,817
-4,182
-11% -$434K 0.95% 19
2023
Q1 		$3.94M Buy
+36,999
New +$3.87M 2.13% 6
2022
Q1 		– Sell
-29,003
Closed -$4.3M – 220
2021
Q4 		$4.3M Buy
29,003
+4,767
+20% +$703K 2.17% 8
2021
Q3 		$3.5M Sell
24,236
-416
-2% -$61.8K 1.43% 16
2021
Q2 		$3.56M Buy
24,652
+14,000
+131% +$1.95M 1.37% 16
2021
Q1 		$1.44M Sell
10,652
-23
-0.2% -$3.33K 0.82% 36
2020
Q4 		$1.68M Buy
+10,675
New +$1.69M 1.16% 18

Other funds holding TLT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Golden State Equity Partners's TLT Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 7,910 shares — an estimated $686K sold.

Golden State Equity Partners first reported a position in TLT in Q4 2020 and held it in 16 quarters. The position peaked at $4.3M in Q4 2021. 516 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 7,910 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $686K.
  • Golden State Equity Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 16 quarters.
  • Golden State Equity Partners's iShares 20+ Year Treasury Bond ETF position peaked at $4.3M in Q4 2021.
  • 516 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.