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

Second Half 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 Q2	$1.24M	Buy	14,370 +6,295	+78%	+$541K	0.51%	26
2026 Q1	$700K	Buy	8,075 +2,841	+54%	+$250K	0.32%	38
2025 Q4	$456K	Sell	5,234 -2,034	-28%	-$182K	0.2%	46
2025 Q3	$650K	Buy	7,268 +2,181	+43%	+$191K	0.29%	41
2025 Q2	$449K	Buy	5,087 +767	+18%	+$66.9K	0.21%	48
2025 Q1	$393K	Buy	4,320 +32	+0.7%	+$2.85K	0.2%	57
2024 Q4	$374K	Sell	4,288 -147	-3%	-$13.5K	0.18%	66
2024 Q3	$435K	Buy	+4,435	New	+$428K	0.23%	62
2023 Q3	–	Sell	-102,696	Closed	-$10.6M	–	128
2023 Q2	$10.6M	Buy	+102,696	New	+$10.7M	2.41%	5
2023 Q1	–	Sell	-429,982	Closed	-$46.1M	–	46
2022 Q4	$46.1M	Buy	429,982 +210,261	+96%	+$21.2M	30.06%	1
2022 Q3	$22.5M	Buy	+219,721	New	+$24.7M	27.99%	1

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

Second Half Financial Partners's TLT Position: Q2 2026 in Review

Second Half Financial Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 78% in Q2 2026, buying an estimated $541K and bringing the position to 14,370 shares worth $1.24M. The position accounts for 0.51% of the portfolio, ranked #26.

Second Half Financial Partners first reported a position in TLT in Q3 2022 and has held it in 11 quarters since. The position peaked at $46.1M in Q4 2022. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Second Half Financial Partners held 14,370 shares of iShares 20+ Year Treasury Bond ETF worth $1.24M as of Q2 2026.
Second Half Financial Partners bought 6,295 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $541K.
iShares 20+ Year Treasury Bond ETF made up 0.51% of Second Half Financial Partners's portfolio in Q2 2026, its #26 holding.
Second Half Financial Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and has held it in 11 quarters since.
Second Half Financial Partners's iShares 20+ Year Treasury Bond ETF position peaked at $46.1M in Q4 2022.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.