BFG
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Beacon Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Beacon 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 		– Sell
-3,020
Closed -$262K – 387
2026
Q1 		$262K Sell
3,020
-405
-12% -$35.6K 0.03% 308
2025
Q4 		$299K Buy
3,425
+275
+9% +$24.6K 0.03% 288
2025
Q3 		$282K Sell
3,150
-1,450
-32% -$127K 0.03% 300
2025
Q2 		$406K Buy
4,600
+1,902
+70% +$166K 0.04% 246
2025
Q1 		$246K Sell
2,698
-30,616
-92% -$2.73M 0.03% 303
2024
Q4 		$2.91M Buy
33,314
+3,706
+13% +$341K 0.31% 82
2024
Q3 		$2.9M Sell
29,608
-4,207
-12% -$406K 0.31% 81
2024
Q2 		$3.1M Buy
33,815
+6,964
+26% +$635K 0.35% 74
2024
Q1 		$2.54M Buy
26,851
+4,979
+23% +$471K 0.29% 90
2023
Q4 		$2.16M Buy
21,872
+18,660
+581% +$1.69M 0.26% 98
2023
Q3 		$310K Buy
+3,212
New +$309K 0.04% 208

Other funds holding TLT

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
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
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Beacon Financial Group's TLT Position: Q2 2026 in Review

Beacon Financial Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 3,020 shares — an estimated $262K sold.

Beacon Financial Group first reported a position in TLT in Q3 2023 and held it in 11 quarters. The position peaked at $3.1M in Q2 2024. 238 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Beacon Financial Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Beacon Financial Group sold 3,020 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $262K.
  • Beacon Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 11 quarters.
  • Beacon Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $3.1M in Q2 2024.
  • 238 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.