CF
TLT icon

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

Clarity Financial’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 		$16M Buy
184,656
+41,280
+29% +$3.54M 1.36% 30
2026
Q1 		$12.4M Buy
143,376
+7,153
+5% +$629K 1.35% 29
2025
Q4 		$11.9M Buy
136,223
+1,183
+0.9% +$106K 1.1% 32
2025
Q3 		$12.1M Sell
135,040
-8,556
-6% -$748K 1.2% 32
2025
Q2 		$12.7M Buy
143,596
+6,138
+4% +$535K 1.36% 30
2025
Q1 		$12.5M Buy
137,458
+4,235
+3% +$377K 1.44% 31
2024
Q4 		$11.6M Sell
133,223
-31,051
-19% -$2.86M 1.39% 26
2024
Q3 		$16.1M Buy
164,274
+28,480
+21% +$2.75M 1.87% 17
2024
Q2 		$12.5M Sell
135,794
-4,939
-4% -$450K 1.84% 21
2024
Q1 		$13.3M Buy
140,733
+10,755
+8% +$1.02M 2.01% 19
2023
Q4 		$12.9M Sell
129,978
-119,790
-48% -$10.8M 2.23% 17
2023
Q3 		$22.2M Sell
249,768
-804,938
-76% -$77.4M 3.72% 5
2023
Q2 		$109M Buy
1,054,706
+1,014,206
+2,504% +$105M 15.46% 1
2023
Q1 		$4.31M Sell
40,500
-561,509
-93% -$58.8M 15.92% 2
2022
Q4 		$59.9M Buy
602,009
+77,518
+15% +$7.81M 11.57% 2
2022
Q3 		$53.7M Sell
524,491
-41,131
-7% -$4.63M 12.57% 2
2022
Q2 		$65M Buy
565,622
+64,634
+13% +$7.61M 14.09% 1
2022
Q1 		$66.2M Buy
500,988
+222,792
+80% +$30.7M 13.39% 1
2021
Q4 		$41.2M Sell
278,196
-64,149
-19% -$9.45M 6.44% 4
2021
Q3 		$49.4M Buy
342,345
+230,850
+207% +$34.3M 8.03% 3
2021
Q2 		$16.1M Sell
111,495
-122,735
-52% -$17.1M 3.09% 7
2021
Q1 		$31.7M Buy
+234,230
New +$34M 6.43% 3

Other funds holding TLT

Citigroup
Citigroup New York $303B AUM 53.02% 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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clarity Financial's TLT Position: Q2 2026 in Review

Clarity Financial increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 29% in Q2 2026, buying an estimated $3.54M and bringing the position to 184,656 shares worth $16M. The position accounts for 1.36% of the portfolio, ranked #30.

Clarity Financial first reported a position in TLT in Q1 2021 and has held it in 22 quarters since. The position peaked at $109M in Q2 2023. 577 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Clarity Financial held 184,656 shares of iShares 20+ Year Treasury Bond ETF worth $16M as of Q2 2026.
  • Clarity Financial bought 41,280 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $3.54M.
  • iShares 20+ Year Treasury Bond ETF made up 1.36% of Clarity Financial's portfolio in Q2 2026, its #30 holding.
  • Clarity Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Clarity Financial's iShares 20+ Year Treasury Bond ETF position peaked at $109M in Q2 2023.
  • 577 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.