4Thought Financial Group
TLT icon

4Thought Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

4Thought Financial Group’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
Q3 		$5.87M Sell
75,433
-10,398
-12% -$857K 2.73% 12
2026
Q2 		$7.42M Buy
85,831
+43,381
+102% +$3.73M 3.49% 7
2026
Q1 		$3.68M Buy
42,450
+14,725
+53% +$1.29M 1.82% 18
2025
Q4 		$2.42M Sell
27,725
-17,763
-39% -$1.59M 1.2% 21
2025
Q3 		$4.07M Buy
45,488
+15,377
+51% +$1.34M 2.06% 19
2025
Q2 		$2.66M Sell
30,111
-30,516
-50% -$2.66M 1.41% 20
2025
Q1 		$5.52M Sell
60,627
-16,223
-21% -$1.44M 3.41% 7
2024
Q4 		$6.71M Buy
76,850
+50,515
+192% +$4.65M 4.16% 7
2024
Q3 		$2.58M Sell
26,335
-36,621
-58% -$3.53M 1.59% 18
2024
Q2 		$5.78M Buy
62,956
+23,716
+60% +$2.16M 3.59% 7
2024
Q1 		$3.71M Buy
39,240
+16,242
+71% +$1.54M 2.44% 13
2023
Q4 		$2.27M Sell
22,998
-5,456
-19% -$493K 1.64% 20
2023
Q3 		$2.52M Buy
28,454
+19,891
+232% +$1.91M 2.03% 17
2023
Q2 		$881K Buy
8,563
+587
+7% +$60.9K 0.7% 23
2023
Q1 		$848K Sell
7,976
-529
-6% -$55.4K 0.7% 24
2022
Q4 		$847K Sell
8,505
-6,420
-43% -$647K 0.76% 22
2022
Q3 		$1.53M Sell
14,925
-2,960
-17% -$333K 1.5% 20
2022
Q2 		$2.05M Sell
17,885
-28,956
-62% -$3.41M 1.93% 18
2022
Q1 		$6.19M Sell
46,841
-30,101
-39% -$4.15M 5.49% 2
2021
Q4 		$11.4M Buy
76,942
+7,551
+11% +$1.11M 9.21% 2
2021
Q3 		$10M Buy
69,391
+13,812
+25% +$2.05M 8.7% 2
2021
Q2 		$8.02M Buy
55,579
+26,946
+94% +$3.76M 7.23% 3
2021
Q1 		$3.88M Buy
+28,633
New +$4.15M 3.74% 5

Other funds holding TLT

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

4Thought Financial Group's TLT Position: Q3 2026 in Review

4Thought Financial Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 12% in Q3 2026, selling an estimated $857K and leaving 75,433 shares worth $5.87M. The position accounts for 2.73% of the portfolio, ranked #12.

4Thought Financial Group first reported a position in TLT in Q1 2021 and has held it in 23 quarters since. The position peaked at $11.4M in Q4 2021. 463 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • 4Thought Financial Group held 75,433 shares of iShares 20+ Year Treasury Bond ETF worth $5.87M as of Q3 2026.
  • 4Thought Financial Group sold 10,398 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $857K.
  • iShares 20+ Year Treasury Bond ETF made up 2.73% of 4Thought Financial Group's portfolio in Q3 2026, its #12 holding.
  • 4Thought Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • 4Thought Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $11.4M in Q4 2021.
  • 463 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on 4Thought Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.