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

&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 Q1	$15.3M	Sell	176,716 -7,173	-4%	-$631K	0.08%	247
2025 Q4	$16M	Sell	183,889 -30,543	-14%	-$2.73M	0.08%	219
2025 Q3	$19.1M	Buy	214,432 +14,092	+7%	+$1.23M	0.12%	158
2025 Q2	$17.6M	Buy	200,340 +31,835	+19%	+$2.78M	0.14%	154
2025 Q1	$15.3M	Sell	168,505 -23,597	-12%	-$2.1M	0.16%	130
2024 Q4	$16.7M	Buy	192,102 +65,847	+52%	+$6.06M	0.2%	110
2024 Q3	$12.3M	Buy	126,255 +111,609	+762%	+$10.8M	0.24%	99
2024 Q2	$1.35M	Buy	14,646 +1,703	+13%	+$155K	0.06%	275
2024 Q1	$1.22M	Buy	12,943 +770	+6%	+$72.8K	0.17%	125
2023 Q4	$1.27M	Buy	+12,173	New	+$1.1M	0.31%	77

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

&Partners's TLT Position: Q1 2026 in Review

&Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.9% in Q1 2026, selling an estimated $631K and leaving 176,716 shares worth $15.3M. The position accounts for 0.08% of the portfolio, ranked #247.

&Partners first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.1M in Q3 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

&Partners held 176,716 shares of iShares 20+ Year Treasury Bond ETF worth $15.3M as of Q1 2026.
&Partners sold 7,173 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $631K.
iShares 20+ Year Treasury Bond ETF made up 0.08% of &Partners's portfolio in Q1 2026, its #247 holding.
&Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
&Partners's iShares 20+ Year Treasury Bond ETF position peaked at $19.1M in Q3 2025.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.