BEI
TLT icon

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
2025
Q4 		– Sell
-1,500
Closed -$134K – 1374
2025
Q3 		$134K Buy
+1,500
New +$131K ﹤0.01% 1269

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
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 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

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. 295 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.
  • 295 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.