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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
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 $1.37T 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

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

Quotient Wealth Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.3% in Q1 2026, selling an estimated $202K and leaving 67,737 shares worth $5.87M. The position accounts for 0.15% of the portfolio, ranked #45.

Quotient Wealth Partners first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $65.9M in Q3 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Quotient Wealth Partners held 67,737 shares of iShares 20+ Year Treasury Bond ETF worth $5.87M as of Q1 2026.
  • Quotient Wealth Partners sold 2,300 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $202K.
  • iShares 20+ Year Treasury Bond ETF made up 0.15% of Quotient Wealth Partners's portfolio in Q1 2026, its #45 holding.
  • Quotient Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $65.9M in Q3 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.