Rothschild Capital Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Rothschild Capital 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	$347K	Sell	4,021 -789	-16%	-$67.8K	0.07%	81
2026 Q1	$417K	Buy	4,810 +393	+9%	+$34.6K	0.1%	79
2025 Q4	$385K	Buy	4,417 +1,124	+34%	+$100K	0.09%	56
2025 Q3	$294K	Buy	3,293 +585	+22%	+$51.2K	0.07%	73
2025 Q2	$239K	Buy	+2,708	New	+$236K	0.06%	80
2024 Q2	–	Sell	-1,264	Closed	-$120K	–	48
2024 Q1	$120K	Buy	+1,264	New	+$120K	0.03%	44
2023 Q1	–	Sell	-122,690	Closed	-$12.4M	–	32
2022 Q4	$12.4M	Buy	+122,690	New	+$12.4M	5.23%	5

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rothschild Capital Partners's TLT Position: Q2 2026 in Review

Rothschild Capital Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 16% in Q2 2026, selling an estimated $67.8K and leaving 4,021 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #81.

Rothschild Capital Partners first reported a position in TLT in Q4 2022 and has held it in 7 quarters since. The position peaked at $12.4M in Q4 2022. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Rothschild Capital Partners held 4,021 shares of iShares 20+ Year Treasury Bond ETF worth $347K as of Q2 2026.
Rothschild Capital Partners sold 789 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $67.8K.
iShares 20+ Year Treasury Bond ETF made up 0.07% of Rothschild Capital Partners's portfolio in Q2 2026, its #81 holding.
Rothschild Capital Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 7 quarters since.
Rothschild Capital Partners's iShares 20+ Year Treasury Bond ETF position peaked at $12.4M in Q4 2022.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.