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

Kings Path 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	$113K	Buy	1,303 +89	+7%	+$7.64K	0.03%	142
2026 Q1	$106K	Hold	1,214	–	–	0.04%	131
2025 Q4	$106K	Sell	1,214 -10	-0.8%	-$894	0.04%	131
2025 Q3	$109K	Sell	1,224 -5	-0.4%	-$437	0.04%	125
2025 Q2	$108K	Buy	1,229 +718	+141%	+$62.6K	0.04%	116
2025 Q1	$46.5K	Sell	511 -1,323	-72%	-$118K	0.02%	156
2024 Q4	$160K	Sell	1,834 -146	-7%	-$13.4K	0.07%	127
2024 Q3	$194K	Buy	1,980 +63	+3%	+$6.08K	0.08%	124
2024 Q2	$176K	Buy	+1,917	New	+$175K	0.08%	121

Other funds holding TLT

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Kings Path Partners's TLT Position: Q2 2026 in Review

Kings Path Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 7.3% in Q2 2026, buying an estimated $7.64K and bringing the position to 1,303 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #142.

Kings Path Partners first reported a position in TLT in Q2 2024 and has held it in 9 quarters since. The position peaked at $194K in Q3 2024. 208 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Kings Path Partners held 1,303 shares of iShares 20+ Year Treasury Bond ETF worth $113K as of Q2 2026.
Kings Path Partners bought 89 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $7.64K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Kings Path Partners's portfolio in Q2 2026, its #142 holding.
Kings Path Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Kings Path Partners's iShares 20+ Year Treasury Bond ETF position peaked at $194K in Q3 2024.
208 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.