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One Advisory Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

One Advisory 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 		– Sell
-5,273
Closed -$457K – 75
2026
Q1 		$457K Sell
5,273
-7,065
-57% -$621K 0.14% 45
2025
Q4 		$1.08M Buy
12,338
+4,002
+48% +$358K 0.32% 30
2025
Q3 		$755K Buy
8,336
+2,840
+52% +$248K 0.23% 34
2025
Q2 		$473K Buy
+5,496
New +$479K 0.16% 41
2025
Q1 		– Sell
-56,316
Closed -$4.92M – 51
2024
Q4 		$4.92M Buy
56,316
+6,792
+14% +$625K 2.18% 13
2024
Q3 		$4.86M Sell
49,524
-1,404
-3% -$135K 2.13% 13
2024
Q2 		$4.67M Buy
50,928
+4,534
+10% +$413K 2.16% 12
2024
Q1 		$4.39M Sell
46,394
-2,405
-5% -$227K 2.16% 13
2023
Q4 		$4.83M Buy
48,799
+5,040
+12% +$455K 2.53% 11
2023
Q3 		$3.88M Buy
43,759
+38,701
+765% +$3.72M 2.27% 11
2023
Q2 		$521K Sell
5,058
-1,346
-21% -$140K 0.29% 29
2023
Q1 		$681K Buy
6,404
+681
+12% +$71.3K 0.4% 25
2022
Q4 		$570K Sell
5,723
-938
-14% -$94.5K 0.36% 33
2022
Q3 		$682K Buy
6,661
+4,072
+157% +$458K 0.47% 31
2022
Q2 		$297K Sell
2,589
-2,584
-50% -$304K 0.2% 38
2022
Q1 		$683K Sell
5,173
-1,197
-19% -$165K 0.4% 25
2021
Q4 		$944K Buy
6,370
+554
+10% +$81.7K 0.54% 22
2021
Q3 		$839K Buy
5,816
+2,742
+89% +$407K 0.52% 22
2021
Q2 		$444K Buy
3,074
+209
+7% +$29.2K 0.27% 26
2021
Q1 		$388K Sell
2,865
-7,510
-72% -$1.09M 0.25% 25
2020
Q4 		$1.64M Sell
10,375
-1,218
-11% -$193K 1.12% 18
2020
Q3 		$1.89M Buy
11,593
+516
+5% +$85.6K 1.44% 19
2020
Q2 		$1.82M Buy
+11,077
New +$1.82M 1.47% 19

Other funds holding TLT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
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
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
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
TC
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

One Advisory Partners's TLT Position: Q2 2026 in Review

One Advisory Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 5,273 shares — an estimated $457K sold.

One Advisory Partners first reported a position in TLT in Q2 2020 and held it in 23 quarters. The position peaked at $4.92M in Q4 2024. 295 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • One Advisory Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • One Advisory Partners sold 5,273 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $457K.
  • One Advisory Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and held it in 23 quarters.
  • One Advisory Partners's iShares 20+ Year Treasury Bond ETF position peaked at $4.92M in Q4 2024.
  • 295 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.