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

Bleakley 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	$3.63M	Sell	41,955 -40,090	-49%	-$3.44M	0.05%	320
2026 Q1	$7.11M	Buy	+82,045	New	+$7.21M	0.11%	158
2025 Q1	–	Sell	-4,338	Closed	-$379K	–	952
2024 Q4	$379K	Buy	+4,338	New	+$399K	0.01%	704
2024 Q3	–	Sell	-3,591	Closed	-$330K	–	1091
2024 Q2	$330K	Sell	3,591 -7	-0.2%	-$638	0.01%	729
2024 Q1	$340K	Buy	3,598 +121	+3%	+$11.4K	0.01%	724
2023 Q4	$344K	Buy	3,477 +47	+1%	+$4.25K	0.01%	697
2023 Q3	$304K	Buy	+3,430	New	+$330K	0.01%	679

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

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

Bleakley Financial Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 49% in Q2 2026, selling an estimated $3.44M and leaving 41,955 shares worth $3.63M. The position accounts for 0.05% of the portfolio, ranked #320.

Bleakley Financial Group first reported a position in TLT in Q3 2023 and has held it in 7 quarters since. The position peaked at $7.11M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Bleakley Financial Group held 41,955 shares of iShares 20+ Year Treasury Bond ETF worth $3.63M as of Q2 2026.
Bleakley Financial Group sold 40,090 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $3.44M.
iShares 20+ Year Treasury Bond ETF made up 0.05% of Bleakley Financial Group's portfolio in Q2 2026, its #320 holding.
Bleakley Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 7 quarters since.
Bleakley Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $7.11M in Q1 2026.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.