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

Highline 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 Q1	–	Sell	-450	Closed	-$39.2K	–	1377
2025 Q4	$39.2K	Hold	450	–	–	0.01%	153
2025 Q3	$40.2K	Hold	450	–	–	0.01%	173
2025 Q2	$39.7K	Hold	450	–	–	0.01%	158
2025 Q1	$41K	Buy	+450	New	+$40.1K	0.01%	147
2024 Q3	–	Sell	-62	Closed	-$5.69K	–	638
2024 Q2	$5.69K	Hold	62	–	–	﹤0.01%	274
2024 Q1	$5.87K	Hold	62	–	–	﹤0.01%	259
2023 Q4	$6.13K	Hold	62	–	–	﹤0.01%	235
2023 Q3	$5.5K	Buy	62 +38	+158%	+$3.65K	﹤0.01%	222
2023 Q2	$2.47K	Buy	+24	New	+$2.49K	﹤0.01%	219

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Highline Wealth Partners's TLT Position: Q1 2026 in Review

Highline Wealth Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 450 shares — an estimated $39.2K sold.

Highline Wealth Partners first reported a position in TLT in Q2 2023 and held it in 9 quarters. The position peaked at $41K in Q1 2025. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Highline Wealth Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Highline Wealth Partners sold 450 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $39.2K.
Highline Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and held it in 9 quarters.
Highline Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $41K in Q1 2025.
1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Highline Wealth Partners's 13F filing for Q1 2026, filed 6 Apr 2026.