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

Guardian 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 Q3	$200K	Sell	2,575 -600	-19%	-$49.5K	0.02%	212
2026 Q2	$274K	Buy	+3,175	New	+$273K	0.02%	184
2026 Q1	–	Sell	-4,625	Closed	-$400K	–	212
2025 Q4	$400K	Sell	4,625 -6,325	-58%	-$566K	0.03%	167
2025 Q3	$978K	Buy	10,950 +4,950	+83%	+$433K	0.08%	115
2025 Q2	$522K	Buy	+6,000	New	+$523K	0.05%	141

Other funds holding TLT

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

Guardian Partners's TLT Position: Q3 2026 in Review

Guardian Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 19% in Q3 2026, selling an estimated $49.5K and leaving 2,575 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #212.

Guardian Partners first reported a position in TLT in Q2 2025 and has held it in 5 quarters since. The position peaked at $978K in Q3 2025. 894 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Guardian Partners held 2,575 shares of iShares 20+ Year Treasury Bond ETF worth $200K as of Q3 2026.
Guardian Partners sold 600 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $49.5K.
iShares 20+ Year Treasury Bond ETF made up 0.02% of Guardian Partners's portfolio in Q3 2026, its #212 holding.
Guardian Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Guardian Partners's iShares 20+ Year Treasury Bond ETF position peaked at $978K in Q3 2025.
894 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.