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

Quotient 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 		$1.49M Sell
17,191
-50,546
-75% -$4.34M 0.04% 108
2026
Q1 		$5.87M Sell
67,737
-2,300
-3% -$202K 0.15% 45
2025
Q4 		$6.1M Sell
70,037
-667,515
-91% -$59.7M 0.16% 45
2025
Q3 		$65.9M Buy
737,552
+60,613
+9% +$5.3M 1.81% 18
2025
Q2 		$59.7M Buy
676,939
+58,552
+9% +$5.11M 1.76% 18
2025
Q1 		$56.3M Buy
618,387
+40,913
+7% +$3.64M 1.8% 16
2024
Q4 		$50.4M Buy
577,474
+16,197
+3% +$1.49M 1.65% 17
2024
Q3 		$55.1M Buy
561,277
+12,627
+2% +$1.22M 1.81% 15
2024
Q2 		$50.4M Buy
548,650
+99,798
+22% +$9.09M 1.76% 17
2024
Q1 		$42.5M Buy
448,852
+44,571
+11% +$4.22M 1.52% 19
2023
Q4 		$40M Buy
+404,281
New +$36.5M 1.55% 17

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

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

Quotient Wealth Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 75% in Q2 2026, selling an estimated $4.34M and leaving 17,191 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #108.

Quotient Wealth Partners first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $65.9M in Q3 2025. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Quotient Wealth Partners held 17,191 shares of iShares 20+ Year Treasury Bond ETF worth $1.49M as of Q2 2026.
  • Quotient Wealth Partners sold 50,546 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $4.34M.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Quotient Wealth Partners's portfolio in Q2 2026, its #108 holding.
  • Quotient Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $65.9M in Q3 2025.
  • 1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.