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

Paladin 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 		$5.45K Hold
70
– – ﹤0.01% 145
2026
Q2 		$6.05K Hold
70
– – ﹤0.01% 150
2026
Q1 		$6.07K Hold
70
– – ﹤0.01% 143
2025
Q4 		$6.1K Buy
+70
New +$6.26K ﹤0.01% 146

Other funds holding TLT

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Paladin Partners's TLT Position: Q3 2026 in Review

Paladin Partners held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q3 2026 at 70 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #145.

Paladin Partners first reported a position in TLT in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.1K in Q4 2025. 16 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Paladin Partners held 70 shares of iShares 20+ Year Treasury Bond ETF worth $5.45K as of Q3 2026.
  • Paladin 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 Paladin Partners's portfolio in Q3 2026, its #145 holding.
  • Paladin Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's iShares 20+ Year Treasury Bond ETF position peaked at $6.1K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.