4FG
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
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

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

4Thought Financial Group's TLT Position: Q2 2026 in Review

4Thought Financial Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 102% in Q2 2026, buying an estimated $3.73M and bringing the position to 85,831 shares worth $7.42M. The position accounts for 3.49% of the portfolio, ranked #7.

4Thought Financial Group first reported a position in TLT in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.4M in Q4 2021. 489 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • 4Thought Financial Group held 85,831 shares of iShares 20+ Year Treasury Bond ETF worth $7.42M as of Q2 2026.
  • 4Thought Financial Group bought 43,381 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $3.73M.
  • iShares 20+ Year Treasury Bond ETF made up 3.49% of 4Thought Financial Group's portfolio in Q2 2026, its #7 holding.
  • 4Thought Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 4Thought Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $11.4M in Q4 2021.
  • 489 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.