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

ShoreHaven 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 		$2.19M Sell
25,346
-78,969
-76% -$6.78M 0.69% 33
2026
Q1 		$9.04M Buy
104,315
+4,769
+5% +$419K 3.25% 6
2025
Q4 		$8.68M Sell
99,546
-13,566
-12% -$1.21M 3.12% 6
2025
Q3 		$10.1M Sell
113,112
-4,814
-4% -$421K 3.74% 6
2025
Q2 		$10.4M Buy
117,926
+32,754
+38% +$2.86M 4.26% 6
2025
Q1 		$7.75M Buy
85,172
+2,599
+3% +$231K 3.71% 5
2024
Q4 		$7.21M Sell
82,573
-10,386
-11% -$956K 3.41% 9
2024
Q3 		$9.12M Buy
92,959
+11,527
+14% +$1.11M 4.4% 5
2024
Q2 		$7.47M Buy
81,432
+7,931
+11% +$723K 3.93% 6
2024
Q1 		$6.95M Buy
73,501
+10,888
+17% +$1.03M 3.83% 5
2023
Q4 		$6.19M Sell
62,613
-2,767
-4% -$250K 3.77% 4
2023
Q3 		$5.8M Buy
65,380
+8,617
+15% +$828K 3.99% 5
2023
Q2 		$5.84M Sell
56,763
-2,514
-4% -$261K 3.91% 6
2023
Q1 		$6.31M Buy
59,277
+26,334
+80% +$2.76M 4.42% 5
2022
Q4 		$3.28M Sell
32,943
-30,516
-48% -$3.07M 2.31% 11
2022
Q3 		$6.5M Buy
63,459
+19,833
+45% +$2.23M 4.96% 4
2022
Q2 		$5.01M Buy
43,626
+20,590
+89% +$2.42M 3.6% 5
2022
Q1 		$3.04M Buy
+23,036
New +$3.18M 1.61% 21

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

ShoreHaven Wealth Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 76% in Q2 2026, selling an estimated $6.78M and leaving 25,346 shares worth $2.19M. The position accounts for 0.69% of the portfolio, ranked #33.

ShoreHaven Wealth Partners first reported a position in TLT in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.4M in Q2 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • ShoreHaven Wealth Partners held 25,346 shares of iShares 20+ Year Treasury Bond ETF worth $2.19M as of Q2 2026.
  • ShoreHaven Wealth Partners sold 78,969 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $6.78M.
  • iShares 20+ Year Treasury Bond ETF made up 0.69% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #33 holding.
  • ShoreHaven Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • ShoreHaven Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $10.4M in Q2 2025.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.