Sagespring Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sagespring 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 Q2	$4.73M	Sell	54,705 -21,315	-28%	-$1.83M	0.07%	134
2026 Q1	$6.59M	Sell	76,020 -5,281	-6%	-$464K	0.12%	98
2025 Q4	$7.09M	Buy	81,301 +3,566	+5%	+$319K	0.13%	92
2025 Q3	$6.95M	Sell	77,735 -991	-1%	-$86.7K	0.14%	84
2025 Q2	$6.95M	Sell	78,726 -284,205	-78%	-$24.8M	0.15%	80
2025 Q1	$33M	Buy	362,931 +70,968	+24%	+$6.32M	0.83%	25
2024 Q4	$25.5M	Buy	+291,963	New	+$26.9M	0.67%	32

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

Sagespring Wealth Partners's TLT Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 28% in Q2 2026, selling an estimated $1.83M and leaving 54,705 shares worth $4.73M. The position accounts for 0.07% of the portfolio, ranked #134.

Sagespring Wealth Partners first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $33M in Q1 2025. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Sagespring Wealth Partners held 54,705 shares of iShares 20+ Year Treasury Bond ETF worth $4.73M as of Q2 2026.
Sagespring Wealth Partners sold 21,315 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.83M.
iShares 20+ Year Treasury Bond ETF made up 0.07% of Sagespring Wealth Partners's portfolio in Q2 2026, its #134 holding.
Sagespring Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $33M in Q1 2025.
1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.