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

Triad 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	–	Sell	-21,338	Closed	-$1.85M	–	608
2026 Q1	$1.85M	Buy	21,338 +5,641	+36%	+$496K	0.15%	104
2025 Q4	$1.37M	Buy	15,697 +9,083	+137%	+$812K	0.13%	124
2025 Q3	$591K	Buy	6,614 +2,192	+50%	+$192K	0.08%	178
2025 Q2	$390K	Buy	4,422 +2,110	+91%	+$184K	0.08%	183
2025 Q1	$210K	Sell	2,312 -30,652	-93%	-$2.73M	0.07%	204
2024 Q4	$2.88M	Buy	32,964 +20,696	+169%	+$1.9M	1.04%	25
2024 Q3	$1.2M	Buy	12,268 +12,168	+12,168%	+$1.17M	0.64%	34
2024 Q2	$9.2K	Buy	+100	New	+$9.11K	﹤0.01%	463

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

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

Triad Wealth Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 21,338 shares — an estimated $1.85M sold.

Triad Wealth Partners first reported a position in TLT in Q2 2024 and held it in 8 quarters. The position peaked at $2.88M in Q4 2024. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Triad Wealth Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Triad Wealth Partners sold 21,338 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.85M.
Triad Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and held it in 8 quarters.
Triad Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $2.88M in Q4 2024.
1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.