Pacifica Partners
TLT icon

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

Pacifica 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
Q3 		$23.9K Hold
307
– – 0.01% 228
2026
Q2 		$26.2K Sell
307
-129
-30% -$11.1K 0.01% 227
2026
Q1 		$37.8K Hold
436
– – 0.01% 208
2025
Q4 		$37.9K Buy
436
+1
+0.2% +$89 0.02% 198
2025
Q3 		$38.8K Sell
435
-600
-58% -$52.5K 0.01% 219
2025
Q2 		$90.4K Sell
1,035
-19,123
-95% -$1.67M 0.04% 155
2025
Q1 		$1.85M Sell
20,158
-372
-2% -$33.1K 0.85% 39
2024
Q4 		$1.8M Sell
20,530
-368
-2% -$33.9K 0.78% 39
2024
Q3 		$2.05M Buy
20,898
+49
+0.2% +$4.72K 0.85% 38
2024
Q2 		$1.91M Sell
20,849
-152
-0.7% -$13.8K 0.82% 34
2024
Q1 		$1.96M Sell
21,001
-264
-1% -$25K 0.87% 34
2023
Q4 		$2.01M Buy
21,265
+341
+2% +$30.8K 0.99% 33
2023
Q3 		$1.8M Sell
20,924
-602
-3% -$57.9K 0.98% 32
2023
Q2 		$2.18M Sell
21,526
-103
-0.5% -$10.7K 1.23% 28
2023
Q1 		$2.34M Sell
21,629
-874
-4% -$91.4K 1.41% 26
2022
Q4 		$2.26M Buy
22,503
+3,441
+18% +$347K 1.53% 23
2022
Q3 		$2M Sell
19,062
-8,461
-31% -$953K 1.45% 25
2022
Q2 		$3.14M Buy
27,523
+25,236
+1,103% +$2.97M 2.16% 12
2022
Q1 		$312K Hold
2,287
– – 0.2% 66
2021
Q4 		$326K Hold
2,287
– – 0.21% 69
2021
Q3 		$336K Hold
2,287
– – 0.24% 65
2021
Q2 		$328K Buy
2,287
+150
+7% +$20.9K 0.25% 65
2021
Q1 		$291K Buy
2,137
+750
+54% +$109K 0.24% 66
2020
Q4 		$218K Hold
1,387
– – 0.21% 71
2020
Q3 		$227K Sell
1,387
-275
-17% -$45.6K 0.25% 66
2020
Q2 		$271K Sell
1,662
-50
-3% -$8.23K 0.3% 59
2020
Q1 		$284K Sell
1,712
-100
-6% -$14.9K 0.35% 58
2019
Q4 		$245K Buy
+1,812
New +$252K 0.24% 69

Other funds holding TLT

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Bell Investment Advisors
Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Pacifica Partners's TLT Position: Q3 2026 in Review

Pacifica Partners held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q3 2026 at 307 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #228.

Pacifica Partners first reported a position in TLT in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.14M in Q2 2022. 407 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Pacifica Partners held 307 shares of iShares 20+ Year Treasury Bond ETF worth $23.9K as of Q3 2026.
  • Pacifica Partners left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Pacifica Partners's portfolio in Q3 2026, its #228 holding.
  • Pacifica Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Pacifica Partners's iShares 20+ Year Treasury Bond ETF position peaked at $3.14M in Q2 2022.
  • 407 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.