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

Berger 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 		$313K Buy
3,627
+191
+6% +$16.4K 0.02% 376
2026
Q1 		$298K Sell
3,436
-317
-8% -$27.9K 0.02% 375
2025
Q4 		$327K Sell
3,753
-926
-20% -$82.8K 0.02% 355
2025
Q3 		$418K Sell
4,679
-698
-13% -$61.1K 0.03% 303
2025
Q2 		$474K Sell
5,377
-2,516
-32% -$219K 0.03% 270
2025
Q1 		$718K Sell
7,893
-123,707
-94% -$11M 0.05% 216
2024
Q4 		$11.5M Sell
131,600
-597
-0.5% -$54.9K 0.79% 32
2024
Q3 		$13M Buy
132,197
+248
+0.2% +$23.9K 0.94% 26
2024
Q2 		$12.1M Sell
131,949
-3,125
-2% -$285K 0.97% 24
2024
Q1 		$12.8M Buy
135,074
+21,851
+19% +$2.07M 1.05% 21
2023
Q4 		$11.2M Buy
113,223
+5,929
+6% +$536K 1.16% 17
2023
Q3 		$9.52M Buy
107,294
+2,048
+2% +$197K 1.09% 18
2023
Q2 		$10.8M Sell
105,246
-631
-0.6% -$65.5K 1.23% 17
2023
Q1 		$11.3M Buy
105,877
+12,323
+13% +$1.29M 1.36% 14
2022
Q4 		$9.31M Sell
93,554
-5,342
-5% -$538K 1.23% 17
2022
Q3 		$10.1M Buy
98,896
+729
+0.7% +$82.1K 1.49% 15
2022
Q2 		$11.3M Buy
+98,167
New +$11.6M 1.65% 12

Other funds holding TLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Berger Financial Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.6% in Q2 2026, buying an estimated $16.4K and bringing the position to 3,627 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #376.

Berger Financial Group first reported a position in TLT in Q2 2022 and has held it in 17 quarters since. The position peaked at $13M in Q3 2024. 684 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Berger Financial Group held 3,627 shares of iShares 20+ Year Treasury Bond ETF worth $313K as of Q2 2026.
  • Berger Financial Group bought 191 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $16.4K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #376 holding.
  • Berger Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Berger Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $13M in Q3 2024.
  • 684 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.