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

ORG 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
2025 Q4	$1.49M	Buy	17,131 +13,872	+426%	+$1.24M	0.26%	83
2025 Q3	$1.5M	Sell	3,259 -4,588	-58%	-$401K	0.27%	78
2025 Q2	$693K	Sell	7,847 -7,270	-48%	-$634K	0.15%	130
2025 Q1	$1.38M	Sell	15,117 -736	-5%	-$65.5K	0.34%	61
2024 Q4	$1.38M	Buy	15,853 +12,128	+326%	+$1.12M	0.19%	93
2024 Q3	$366K	Sell	3,725 -874	-19%	-$84.3K	0.06%	207
2024 Q2	$414K	Buy	+4,599	New	+$419K	0.05%	277
2024 Q1	–	Sell	-6,242	Closed	-$618K	–	1049
2023 Q4	$618K	Buy	6,242 +1,571	+34%	+$142K	0.1%	158
2023 Q3	$414K	Sell	4,671 -6,225	-57%	-$598K	0.12%	180
2023 Q2	$1.11M	Buy	+10,896	New	+$1.13M	0.18%	109

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ORG Partners's TLT Position: Q4 2025 in Review

ORG Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 426% in Q4 2025, buying an estimated $1.24M and bringing the position to 17,131 shares worth $1.49M. The position accounts for 0.26% of the portfolio, ranked #83.

ORG Partners first reported a position in TLT in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.5M in Q3 2025. 1,145 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

ORG Partners held 17,131 shares of iShares 20+ Year Treasury Bond ETF worth $1.49M as of Q4 2025.
ORG Partners bought 13,872 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $1.24M.
iShares 20+ Year Treasury Bond ETF made up 0.26% of ORG Partners's portfolio in Q4 2025, its #83 holding.
ORG Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's iShares 20+ Year Treasury Bond ETF position peaked at $1.5M in Q3 2025.
1,145 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.