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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Narus Financial Partners's TLT Position: Q1 2026 in Review

Narus Financial Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.63% in Q1 2026, buying an estimated $9.49K and bringing the position to 17,322 shares worth $1.5M. The position accounts for 0.39% of the portfolio, ranked #47.

Narus Financial Partners first reported a position in TLT in Q4 2016 and has held it in 18 quarters since. The position peaked at $2.23M in Q4 2019. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Narus Financial Partners held 17,322 shares of iShares 20+ Year Treasury Bond ETF worth $1.5M as of Q1 2026.
  • Narus Financial Partners bought 108 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $9.49K.
  • iShares 20+ Year Treasury Bond ETF made up 0.39% of Narus Financial Partners's portfolio in Q1 2026, its #47 holding.
  • Narus Financial Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2016 and has held it in 18 quarters since.
  • Narus Financial Partners's iShares 20+ Year Treasury Bond ETF position peaked at $2.23M in Q4 2019.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.