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 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 $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rothschild Capital Partners's TLT Position: Q1 2026 in Review

Rothschild Capital Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.9% in Q1 2026, buying an estimated $34.6K and bringing the position to 4,810 shares worth $417K. The position accounts for 0.1% of the portfolio, ranked #79.

Rothschild Capital Partners first reported a position in TLT in Q4 2022 and has held it in 6 quarters since. The position peaked at $12.4M in Q4 2022. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Rothschild Capital Partners held 4,810 shares of iShares 20+ Year Treasury Bond ETF worth $417K as of Q1 2026.
Rothschild Capital Partners bought 393 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $34.6K.
iShares 20+ Year Treasury Bond ETF made up 0.1% of Rothschild Capital Partners's portfolio in Q1 2026, its #79 holding.
Rothschild Capital Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 6 quarters since.
Rothschild Capital Partners's iShares 20+ Year Treasury Bond ETF position peaked at $12.4M in Q4 2022.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.