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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pursue Wealth Partners's TLT Position: Q1 2026 in Review

Pursue Wealth Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 24% in Q1 2026, selling an estimated $538K and leaving 19,445 shares worth $1.69M. The position accounts for 1.01% of the portfolio, ranked #28.

Pursue Wealth Partners first reported a position in TLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.23M in Q4 2025. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Pursue Wealth Partners held 19,445 shares of iShares 20+ Year Treasury Bond ETF worth $1.69M as of Q1 2026.
  • Pursue Wealth Partners sold 6,123 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $538K.
  • iShares 20+ Year Treasury Bond ETF made up 1.01% of Pursue Wealth Partners's portfolio in Q1 2026, its #28 holding.
  • Pursue Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Pursue Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $2.23M in Q4 2025.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.