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

Carr 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	$605K	Hold	7,000	–	–	0.14%	101
2026 Q1	$607K	Hold	7,000	–	–	0.16%	88
2025 Q4	$610K	Hold	7,000	–	–	0.16%	92
2025 Q3	$626K	Buy	+7,000	New	+$612K	0.17%	90
2025 Q1	–	Sell	-22,617	Closed	-$1.98M	–	193
2024 Q4	$1.98M	Sell	22,617 -3,156	-12%	-$290K	0.61%	33
2024 Q3	$2.53M	Buy	25,773 +5,213	+25%	+$503K	0.74%	33
2024 Q2	$1.89M	Sell	20,560 -2,951	-13%	-$269K	0.6%	37
2024 Q1	$2.22M	Buy	23,511 +4,693	+25%	+$444K	0.74%	32
2023 Q4	$1.86M	Buy	18,818 +6,680	+55%	+$604K	0.69%	28
2023 Q3	$1.06M	Sell	12,138 -3,240	-21%	-$311K	0.42%	44
2023 Q2	$1.58M	Buy	15,378 +2,528	+20%	+$262K	0.63%	31
2023 Q1	$1.37M	Buy	12,850 +2,750	+27%	+$288K	0.6%	32
2022 Q4	$1.01M	Buy	+10,100	New	+$1.02M	0.53%	38

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

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

Carr Financial Group held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 7,000 shares worth $605K. The position accounts for 0.14% of the portfolio, ranked #101.

Carr Financial Group first reported a position in TLT in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.53M in Q3 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Carr Financial Group held 7,000 shares of iShares 20+ Year Treasury Bond ETF worth $605K as of Q2 2026.
Carr Financial Group left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.14% of Carr Financial Group's portfolio in Q2 2026, its #101 holding.
Carr Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
Carr Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $2.53M in Q3 2024.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.