BEI
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Benjamin Edwards Inc’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Benjamin Edwards Inc’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 		$2.29M Buy
26,482
+921
+4% +$79.1K 0.02% 539
2026
Q1 		$2.22M Buy
25,561
+200
+0.8% +$17.6K 0.02% 516
2025
Q4 		$2.21M Sell
25,361
-122,688
-83% -$11M 0.02% 476
2025
Q3 		$13.2M Sell
148,049
-26,049
-15% -$2.28M 0.15% 154
2025
Q2 		$15.4M Buy
174,098
+57,588
+49% +$5.02M 0.2% 121
2025
Q1 		$10.6M Buy
116,510
+87,745
+305% +$7.81M 0.15% 153
2024
Q4 		$2.51M Buy
28,765
+1,954
+7% +$180K 0.04% 389
2024
Q3 		$2.63M Buy
+26,811
New +$2.59M 0.04% 382
2023
Q2 		– Sell
-23
Closed -$2K – 721
2023
Q1 		$2K Buy
+23
New +$2.41K ﹤0.01% 670
2022
Q4 		– Sell
-2,410
Closed -$247K – 767
2022
Q3 		$247K Buy
2,410
+1,479
+159% +$167K 0.07% 225
2022
Q2 		$107K Buy
931
+134
+17% +$15.8K 0.03% 330
2022
Q1 		$105K Buy
797
+258
+48% +$35.6K 0.03% 354
2021
Q4 		$80K Buy
+539
New +$79.4K 0.03% 374
2020
Q3 		– Sell
-1,558
Closed -$255K – 390
2020
Q2 		$255K Sell
1,558
-7,845
-83% -$1.29M 0.21% 119
2020
Q1 		$1.55M Buy
9,403
+387
+4% +$57.7K 1.61% 7
2019
Q4 		$1.22M Buy
9,016
+1,836
+26% +$256K 2.49% 4
2019
Q3 		$1.03M Buy
7,180
+3,317
+86% +$461K 2.22% 10
2019
Q2 		$513K Buy
+3,863
New +$491K 1.24% 20

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

Benjamin Edwards Inc's TLT Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.6% in Q2 2026, buying an estimated $79.1K and bringing the position to 26,482 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #539.

Benjamin Edwards Inc first reported a position in TLT in Q2 2019 and has held it in 18 quarters since. The position peaked at $15.4M in Q2 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Benjamin Edwards Inc held 26,482 shares of iShares 20+ Year Treasury Bond ETF worth $2.29M as of Q2 2026.
  • Benjamin Edwards Inc bought 921 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $79.1K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #539 holding.
  • Benjamin Edwards Inc first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and has held it in 18 quarters since.
  • Benjamin Edwards Inc's iShares 20+ Year Treasury Bond ETF position peaked at $15.4M in Q2 2025.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.