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

Pursue Wealth 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	$756K	Sell	8,745 -10,700	-55%	-$919K	0.42%	47
2026 Q1	$1.69M	Sell	19,445 -6,123	-24%	-$538K	1.01%	28
2025 Q4	$2.23M	Buy	25,568 +3,642	+17%	+$326K	1.08%	28
2025 Q3	$1.96M	Buy	21,926 +2,073	+10%	+$181K	1.08%	28
2025 Q2	$1.75M	Buy	19,853 +3,428	+21%	+$299K	1%	32
2025 Q1	$1.5M	Buy	16,425 +12,635	+333%	+$1.12M	0.91%	35
2024 Q4	$331K	Buy	+3,790	New	+$349K	0.19%	73

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pursue Wealth Partners's TLT Position: Q2 2026 in Review

Pursue Wealth Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 55% in Q2 2026, selling an estimated $919K and leaving 8,745 shares worth $756K. The position accounts for 0.42% of the portfolio, ranked #47.

Pursue Wealth Partners first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.23M in Q4 2025. 1,047 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Pursue Wealth Partners held 8,745 shares of iShares 20+ Year Treasury Bond ETF worth $756K as of Q2 2026.
Pursue Wealth Partners sold 10,700 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $919K.
iShares 20+ Year Treasury Bond ETF made up 0.42% of Pursue Wealth Partners's portfolio in Q2 2026, its #47 holding.
Pursue Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Pursue Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $2.23M in Q4 2025.
1,047 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Pursue Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.