NFP
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
Q2 		$1.52M Buy
17,539
+217
+1% +$18.6K 0.39% 48
2026
Q1 		$1.5M Buy
17,322
+108
+0.6% +$9.49K 0.39% 47
2025
Q4 		$1.5M Sell
17,214
-42
-0.2% -$3.75K 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Narus Financial Partners's TLT Position: Q2 2026 in Review

Narus Financial Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.3% in Q2 2026, buying an estimated $18.6K and bringing the position to 17,539 shares worth $1.52M. The position accounts for 0.39% of the portfolio, ranked #48.

Narus Financial Partners first reported a position in TLT in Q4 2016 and has held it in 19 quarters since. The position peaked at $2.23M in Q4 2019. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Narus Financial Partners held 17,539 shares of iShares 20+ Year Treasury Bond ETF worth $1.52M as of Q2 2026.
  • Narus Financial Partners bought 217 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $18.6K.
  • iShares 20+ Year Treasury Bond ETF made up 0.39% of Narus Financial Partners's portfolio in Q2 2026, its #48 holding.
  • Narus Financial Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2016 and has held it in 19 quarters since.
  • Narus Financial Partners's iShares 20+ Year Treasury Bond ETF position peaked at $2.23M in Q4 2019.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.