BFSG LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

BFSG LLC’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	$2.42K	Sell	28 -50	-64%	-$4.29K	﹤0.01%	685
2026 Q1	$6.76K	Hold	78	–	–	﹤0.01%	592
2025 Q4	$6.8K	Buy	78 +50	+179%	+$4.47K	﹤0.01%	577
2025 Q3	$2.5K	Hold	28	–	–	﹤0.01%	634
2025 Q2	$2.47K	Hold	28	–	–	﹤0.01%	600
2025 Q1	$2.55K	Hold	28	–	–	﹤0.01%	595
2024 Q4	$2.45K	Hold	28	–	–	﹤0.01%	600
2024 Q3	$2.75K	Buy	28 +3	+12%	+$289	﹤0.01%	575
2024 Q2	$2.29K	Sell	25 -290	-92%	-$26.4K	﹤0.01%	572
2024 Q1	$29.8K	Buy	315 +294	+1,400%	+$27.8K	﹤0.01%	413
2023 Q4	$2.08K	Buy	+21	New	+$1.9K	﹤0.01%	542

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFSG LLC's TLT Position: Q2 2026 in Review

BFSG LLC reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 64% in Q2 2026, selling an estimated $4.29K and leaving 28 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

BFSG LLC first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.8K in Q1 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

BFSG LLC held 28 shares of iShares 20+ Year Treasury Bond ETF worth $2.42K as of Q2 2026.
BFSG LLC sold 50 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $4.29K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #685 holding.
BFSG LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
BFSG LLC's iShares 20+ Year Treasury Bond ETF position peaked at $29.8K in Q1 2024.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.