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

Strategic 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 		$63K Sell
729
-20
-3% -$1.72K ﹤0.01% 484
2026
Q1 		$64.9K Sell
749
-96
-11% -$8.44K ﹤0.01% 467
2025
Q4 		$73.6K Sell
845
-839
-50% -$75K 0.01% 452
2025
Q3 		$150K Buy
1,684
+1,318
+360% +$115K 0.01% 372
2025
Q2 		$32.3K Buy
+366
New +$31.9K ﹤0.01% 571
2024
Q4 		$474K Buy
5,342
+38
+0.7% +$3.5K 0.04% 217
2024
Q3 		$520K Sell
5,304
-30
-0.6% -$2.89K 0.05% 202
2024
Q2 		$490K Sell
5,334
-1,725
-24% -$157K 0.05% 196
2024
Q1 		$668K Buy
7,059
+1,553
+28% +$147K 0.07% 162
2023
Q4 		$544K Sell
5,506
-350
-6% -$31.6K 0.07% 176
2023
Q3 		$519K Sell
5,856
-864
-13% -$83K 0.07% 198
2023
Q2 		$692K Buy
6,720
+836
+14% +$86.7K 0.09% 181
2023
Q1 		$626K Sell
5,884
-4,362
-43% -$456K 0.1% 157
2022
Q4 		$1.02M Sell
10,246
-9,559
-48% -$963K 0.19% 119
2022
Q3 		$2.03M Buy
19,805
+1,788
+10% +$201K 0.43% 80
2022
Q2 		$2.07M Buy
18,017
+1,249
+7% +$147K 0.45% 82
2022
Q1 		$2.21M Buy
16,768
+1,567
+10% +$216K 0.43% 82
2021
Q4 		$2.25M Buy
+15,201
New +$2.24M 0.43% 72
2021
Q1 		– Sell
-1,631
Closed -$257K – 211
2020
Q4 		$257K Buy
+1,631
New +$259K 0.11% 157
2019
Q4 		– Sell
-690
Closed -$98 – 468
2019
Q3 		$98 Buy
690
+38
+6% +$5.28K ﹤0.01% 269
2019
Q2 		$86K Sell
652
-163
-20% -$20.7K 0.04% 191
2019
Q1 		$101K Sell
815
-38,374
-98% -$4.67M 0.05% 185
2018
Q4 		$4.85M Buy
+39,189
New +$4.54M 2.45% 5
2018
Q1 		– Sell
-400
Closed -$51K – 825
2017
Q4 		$51K Buy
+400
New +$50.2K 0.03% 224

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

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

Strategic Wealth Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.7% in Q2 2026, selling an estimated $1.72K and leaving 729 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Strategic Wealth Partners first reported a position in TLT in Q4 2017 and has held it in 24 quarters since. The position peaked at $4.85M in Q4 2018. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Strategic Wealth Partners held 729 shares of iShares 20+ Year Treasury Bond ETF worth $63K as of Q2 2026.
  • Strategic Wealth Partners sold 20 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.72K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #484 holding.
  • Strategic Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and has held it in 24 quarters since.
  • Strategic Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $4.85M in Q4 2018.
  • 1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.