Root Financial Partners
TLT icon

Root Financial Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Root Financial 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
Q3 		$56.6K Buy
+728
New +$60K ﹤0.01% 1019
2025
Q4 		– Sell
-107
Closed -$9.6K – 2525
2025
Q3 		$9.6K Buy
+107
New +$9.36K ﹤0.01% 1470

Other funds holding TLT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

Root Financial Partners's TLT Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026: 728 shares worth $56.6K. The stake represents ﹤0.01% of the portfolio and ranks #1019 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TLT as recently as Q3 2025.

Root Financial Partners first reported a position in TLT in Q3 2025 and has held it in 2 quarters since. 894 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Root Financial Partners held 728 shares of iShares 20+ Year Treasury Bond ETF worth $56.6K as of Q3 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Root Financial Partners position in Q3 2026.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1019 holding.
  • Root Financial Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 894 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.