WealthShield Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.59M | Sell |
18,351
-5,509
| -23% | -$473K | 0.24% | 109 |
|
|
2026
Q1 | $2.07M | Sell |
23,860
-9,540
| -29% | -$839K | 0.23% | 123 |
|
|
2025
Q4 | $2.91M | Sell |
33,400
-6,606
| -17% | -$591K | 0.32% | 91 |
|
|
2025
Q3 | $3.58M | Buy |
40,006
+3,095
| +8% | +$271K | 0.41% | 67 |
|
|
2025
Q2 | $3.26M | Buy |
36,911
+3,969
| +12% | +$346K | 0.39% | 66 |
|
|
2025
Q1 | $3M | Sell |
32,942
-4,949
| -13% | -$441K | 0.38% | 75 |
|
|
2024
Q4 | $3.31M | Buy |
37,891
+411
| +1% | +$37.8K | 0.47% | 56 |
|
|
2024
Q3 | $3.68M | Buy |
37,480
+736
| +2% | +$71K | 0.5% | 57 |
|
|
2024
Q2 | $3.37M | Buy |
36,744
+15,632
| +74% | +$1.42M | 0.51% | 55 |
|
|
2024
Q1 | $2M | Sell |
21,112
-2,233
| -10% | -$211K | 0.32% | 89 |
|
|
2023
Q4 | $2.31M | Sell |
23,345
-12,344
| -35% | -$1.12M | 0.38% | 76 |
|
|
2023
Q3 | $3.17M | Buy |
35,689
+22,962
| +180% | +$2.21M | 0.48% | 53 |
|
|
2023
Q2 | $1.31M | Buy |
12,727
+1,068
| +9% | +$111K | 0.2% | 125 |
|
|
2023
Q1 | $1.24M | Buy |
11,659
+2,609
| +29% | +$273K | 0.2% | 127 |
|
|
2022
Q4 | $901K | Buy |
9,050
+1,467
| +19% | +$148K | 0.17% | 138 |
|
|
2022
Q3 | $777K | Buy |
7,583
+2,394
| +46% | +$270K | 0.15% | 152 |
|
|
2022
Q2 | $596K | Buy |
5,189
+535
| +11% | +$63K | 0.12% | 179 |
|
|
2022
Q1 | $615K | Buy |
4,654
+1,198
| +35% | +$165K | 0.1% | 208 |
|
|
2021
Q4 | $512K | Sell |
3,456
-924
| -21% | -$136K | 0.09% | 188 |
|
|
2021
Q3 | $632K | Buy |
+4,380
| New | +$650K | 0.17% | 120 |
|
|
2021
Q2 | – | Sell |
-2,007
| Closed | -$280K | – | 127 |
|
|
2021
Q1 | $272K | Sell |
2,007
-8,644
| -81% | -$1.25M | 0.05% | 216 |
|
|
2020
Q4 | $1.68M | Buy |
10,651
+4,203
| +65% | +$667K | 0.31% | 73 |
|
|
2020
Q3 | $1.05M | Sell |
6,448
-1,062
| -14% | -$176K | 0.37% | 70 |
|
|
2020
Q2 | $1.23M | Buy |
7,510
+2,875
| +62% | +$473K | 0.57% | 44 |
|
|
2020
Q1 | $765K | Sell |
4,635
-10,383
| -69% | -$1.55M | 0.47% | 49 |
|
|
2019
Q4 | $2.04M | Buy |
15,018
+3,637
| +32% | +$506K | 0.99% | 22 |
|
|
2019
Q3 | $1.63M | Buy |
11,381
+10,881
| +2,176% | +$1.51M | 0.86% | 24 |
|
|
2019
Q2 | $66K | Sell |
500
-4,385
| -90% | -$557K | 0.04% | 171 |
|
|
2019
Q1 | $618K | Buy |
4,885
+4,385
| +877% | +$533K | 0.35% | 60 |
|
|
2018
Q4 | $61K | Hold |
500
| – | – | 0.04% | 155 |
|
|
2018
Q3 | $59K | Hold |
500
| – | – | 0.03% | 165 |
|
|
2018
Q2 | $61K | Hold |
500
| – | – | 0.04% | 152 |
|
|
2018
Q1 | $61K | Buy |
+500
| New | +$60.4K | 0.04% | 147 |
|
Other funds holding TLT
WealthShield Partners's TLT Position: Q2 2026 in Review
WealthShield Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 23% in Q2 2026, selling an estimated $473K and leaving 18,351 shares worth $1.59M. The position accounts for 0.24% of the portfolio, ranked #109.
WealthShield Partners first reported a position in TLT in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.68M in Q3 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.
- WealthShield Partners held 18,351 shares of iShares 20+ Year Treasury Bond ETF worth $1.59M as of Q2 2026.
- WealthShield Partners sold 5,509 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $473K.
- iShares 20+ Year Treasury Bond ETF made up 0.24% of WealthShield Partners's portfolio in Q2 2026, its #109 holding.
- WealthShield Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2018 and has held it in 33 quarters since.
- WealthShield Partners's iShares 20+ Year Treasury Bond ETF position peaked at $3.68M in Q3 2024.
- 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.
Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.