Narus Financial Partners
TLT icon

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

Narus Financial 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 		$1.24M Sell
16,005
-1,534
-9% -$127K 0.33% 61
2026
Q2 		$1.52M Buy
17,539
+217
+1% +$18.6K 0.39% 48
2026
Q1 		$1.5M Buy
17,322
+108
+0.6% +$9.5K 0.39% 47
2025
Q4 		$1.5M Sell
17,214
-42
-0.2% -$3.76K 0.41% 45
2025
Q3 		$1.54M Buy
17,256
+7,407
+75% +$648K 0.42% 46
2025
Q2 		$869K Buy
9,849
+253
+3% +$22.1K 0.27% 60
2025
Q1 		$874K Sell
9,596
-1,352
-12% -$120K 0.3% 56
2024
Q4 		$956K Buy
10,948
+6,306
+136% +$580K 0.32% 54
2024
Q3 		$455K Buy
+4,642
New +$448K 0.16% 87
2022
Q4 		– Sell
-6,752
Closed -$692K – 118
2022
Q3 		$692K Sell
6,752
-1,856
-22% -$209K 0.44% 40
2022
Q2 		$989K Sell
8,608
-4,552
-35% -$536K 0.63% 29
2022
Q1 		$1.74M Buy
+13,160
New +$1.82M 0.97% 17
2021
Q1 		$1.79M Buy
+13,181
New +$1.91M 1.06% 14
2019
Q4 		$2.23M Buy
16,497
+3,916
+31% +$545K 1.57% 5
2019
Q3 		$1.8M Buy
12,581
+1,024
+9% +$142K 1.32% 5
2019
Q2 		$1.53M Buy
+11,557
New +$1.47M 1.19% 6
2017
Q3 		$1.08M Buy
8,621
+894
+12% +$112K 0.95% 14
2017
Q2 		$967K Buy
7,727
+211
+3% +$26.1K 0.9% 15
2017
Q1 		$907K Buy
7,516
+179
+2% +$21.5K 0.88% 16
2016
Q4 		$874K Buy
+7,337
New +$919K 0.92% 14

Other funds holding TLT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

Narus Financial Partners's TLT Position: Q3 2026 in Review

Narus Financial Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.7% in Q3 2026, selling an estimated $127K and leaving 16,005 shares worth $1.24M. The position accounts for 0.33% of the portfolio, ranked #61.

Narus Financial Partners first reported a position in TLT in Q4 2016 and has held it in 20 quarters since. The position peaked at $2.23M in Q4 2019. 894 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Narus Financial Partners held 16,005 shares of iShares 20+ Year Treasury Bond ETF worth $1.24M as of Q3 2026.
  • Narus Financial Partners sold 1,534 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $127K.
  • iShares 20+ Year Treasury Bond ETF made up 0.33% of Narus Financial Partners's portfolio in Q3 2026, its #61 holding.
  • Narus Financial Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2016 and has held it in 20 quarters since.
  • Narus Financial Partners's iShares 20+ Year Treasury Bond ETF position peaked at $2.23M in Q4 2019.
  • 894 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Narus Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.