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 Q3	$92.9K	Sell	1,195 -108	-8%	-$8.91K	0.02%	153
2026 Q2	$113K	Buy	1,303 +121	+10%	+$10.4K	0.03%	142
2026 Q1	$102K	Sell	1,182 -32	-3%	-$2.81K	0.04%	134
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

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Kings Path Partners's TLT Position: Q3 2026 in Review

Kings Path Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.3% in Q3 2026, selling an estimated $8.91K and leaving 1,195 shares worth $92.9K. The position accounts for 0.02% of the portfolio, ranked #153.

Kings Path Partners first reported a position in TLT in Q2 2024 and has held it in 10 quarters since. The position peaked at $194K in Q3 2024. 226 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Kings Path Partners held 1,195 shares of iShares 20+ Year Treasury Bond ETF worth $92.9K as of Q3 2026.
Kings Path Partners sold 108 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $8.91K.
iShares 20+ Year Treasury Bond ETF made up 0.02% of Kings Path Partners's portfolio in Q3 2026, its #153 holding.
Kings Path Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 10 quarters since.
Kings Path Partners's iShares 20+ Year Treasury Bond ETF position peaked at $194K in Q3 2024.
226 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

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