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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 $1.55T 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

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. 1,048 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.
  • 1,048 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.