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

WealthShield 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
2024
Q4 		– Sell
-100
Closed -$9.81K – 519
2024
Q3 		$9.81K Buy
+100
New +$9.64K ﹤0.01% 450

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthShield Partners's TLT Position: Q1 2026 in Review

WealthShield Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 29% in Q1 2026, selling an estimated $839K and leaving 23,860 shares worth $2.07M. The position accounts for 0.23% of the portfolio, ranked #123.

WealthShield Partners first reported a position in TLT in Q1 2018 and has held it in 32 quarters since. The position peaked at $3.68M in Q3 2024. 1,087 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • WealthShield Partners held 23,860 shares of iShares 20+ Year Treasury Bond ETF worth $2.07M as of Q1 2026.
  • WealthShield Partners sold 9,540 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $839K.
  • iShares 20+ Year Treasury Bond ETF made up 0.23% of WealthShield Partners's portfolio in Q1 2026, its #123 holding.
  • WealthShield Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2018 and has held it in 32 quarters since.
  • WealthShield Partners's iShares 20+ Year Treasury Bond ETF position peaked at $3.68M in Q3 2024.
  • 1,087 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.