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

Peachtree Investment 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 		$17.3K Hold
200
– – 0.01% 126
2026
Q1 		$17.3K Hold
200
– – 0.01% 112
2025
Q4 		$17.4K Buy
+200
New +$17.9K 0.01% 112
2022
Q1 		– Sell
-64
Closed -$9K – 110
2021
Q4 		$9K Buy
+64
New +$9.43K ﹤0.01% 101

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peachtree Investment Partners's TLT Position: Q2 2026 in Review

Peachtree Investment Partners held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 200 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #126.

Peachtree Investment Partners first reported a position in TLT in Q4 2021 and has held it in 4 quarters since. The position peaked at $17.4K in Q4 2025. 1,051 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Peachtree Investment Partners held 200 shares of iShares 20+ Year Treasury Bond ETF worth $17.3K as of Q2 2026.
  • Peachtree Investment Partners left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Peachtree Investment Partners's portfolio in Q2 2026, its #126 holding.
  • Peachtree Investment Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Peachtree Investment Partners's iShares 20+ Year Treasury Bond ETF position peaked at $17.4K in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.