RP
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Rice Partnership’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Rice Partnership’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 		$233K Buy
2,696
+2
+0.1% +$172 0.03% 110
2026
Q1 		$234K Buy
2,694
+19
+0.7% +$1.67K 0.03% 109
2025
Q4 		$233K Buy
2,675
+55
+2% +$4.92K 0.03% 103
2025
Q3 		$234K Buy
2,620
+208
+9% +$18.2K 0.03% 105
2025
Q2 		$213K Buy
2,412
+36
+2% +$3.14K 0.04% 109
2025
Q1 		$216K Buy
2,376
+358
+18% +$31.9K 0.04% 96
2024
Q4 		$176K Sell
2,018
-466
-19% -$42.9K 0.03% 108
2024
Q3 		$244K Hold
2,484
– – 0.05% 93
2024
Q2 		$228K Buy
2,484
+1,694
+214% +$154K 0.05% 92
2024
Q1 		$74.8K Sell
790
-970
-55% -$91.7K 0.02% 103
2023
Q4 		$174K Buy
1,760
+125
+8% +$11.3K 0.05% 93
2023
Q3 		$145K Buy
1,635
+198
+14% +$19K 0.04% 96
2023
Q2 		$148K Buy
1,437
+71
+5% +$7.37K 0.04% 101
2023
Q1 		$145K Buy
1,366
+92
+7% +$9.63K 0.04% 91
2022
Q4 		$127K Buy
1,274
+727
+133% +$73.3K 0.04% 89
2022
Q3 		$56K Buy
547
+60
+12% +$6.75K 0.02% 103
2022
Q2 		$56K Buy
487
+5
+1% +$589 0.02% 100
2022
Q1 		$64K Sell
482
-103
-18% -$14.2K 0.02% 112
2021
Q4 		$87K Buy
585
+103
+21% +$15.2K 0.02% 105
2021
Q3 		$70K Sell
482
-86
-15% -$12.8K 0.02% 107
2021
Q2 		$82K Hold
568
– – 0.03% 100
2021
Q1 		$77K Sell
568
-7
-1% -$1.01K 0.03% 94
2020
Q4 		$91K Sell
575
-78
-12% -$12.4K 0.03% 91
2020
Q3 		$107K Sell
653
-228
-26% -$37.8K 0.05% 75
2020
Q2 		$144K Sell
881
-7
-0.8% -$1.15K 0.07% 63
2020
Q1 		$146K Sell
888
-599
-40% -$89.3K 0.1% 67
2019
Q4 		$201K Sell
1,487
-13
-0.9% -$1.81K 0.11% 73
2019
Q3 		$214K Buy
1,500
+118
+9% +$16.4K 0.13% 73
2019
Q2 		$184K Buy
+1,382
New +$176K 0.12% 77

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

Rice Partnership's TLT Position: Q2 2026 in Review

Rice Partnership increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.07% in Q2 2026, buying an estimated $172 and bringing the position to 2,696 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #110.

Rice Partnership first reported a position in TLT in Q2 2019 and has held it in 29 quarters since. The position peaked at $244K in Q3 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Rice Partnership held 2,696 shares of iShares 20+ Year Treasury Bond ETF worth $233K as of Q2 2026.
  • Rice Partnership bought 2 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $172.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of Rice Partnership's portfolio in Q2 2026, its #110 holding.
  • Rice Partnership first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Rice Partnership's iShares 20+ Year Treasury Bond ETF position peaked at $244K in Q3 2024.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.