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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
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

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

Pacifica Partners's TLT Position: Q2 2026 in Review

Pacifica Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 30% in Q2 2026, selling an estimated $11.1K and leaving 307 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #227.

Pacifica Partners first reported a position in TLT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.14M in Q2 2022. 295 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Pacifica Partners held 307 shares of iShares 20+ Year Treasury Bond ETF worth $26.2K as of Q2 2026.
  • Pacifica Partners sold 129 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $11.1K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Pacifica Partners's portfolio in Q2 2026, its #227 holding.
  • Pacifica Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Pacifica Partners's iShares 20+ Year Treasury Bond ETF position peaked at $3.14M in Q2 2022.
  • 295 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.