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

ORG Wealth 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	$16.4K	Sell	190 -226	-54%	-$19.4K	﹤0.01%	470
2026 Q1	$36.1K	Buy	416 +59	+17%	+$5.19K	0.01%	356
2025 Q4	$31.1K	Hold	357	–	–	0.01%	355
2025 Q3	$31.9K	Hold	357	–	–	0.01%	346
2025 Q2	$31.5K	Hold	357	–	–	0.01%	360
2025 Q1	$32.7K	Hold	357	–	–	0.01%	383
2024 Q4	$31.2K	Hold	357	–	–	0.01%	295
2024 Q3	$35K	Buy	+357	New	+$34.4K	0.01%	274

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ORG Wealth Partners's TLT Position: Q2 2026 in Review

ORG Wealth Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 54% in Q2 2026, selling an estimated $19.4K and leaving 190 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

ORG Wealth Partners first reported a position in TLT in Q3 2024 and has held it in 8 quarters since. The position peaked at $36.1K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

ORG Wealth Partners held 190 shares of iShares 20+ Year Treasury Bond ETF worth $16.4K as of Q2 2026.
ORG Wealth Partners sold 226 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $19.4K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #470 holding.
ORG Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $36.1K in Q1 2026.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.