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
2025 Q1	–	Sell	-14,800	Closed	-$148	–	126
2024 Q4	$148	Sell	14,800 -73,100	-83%	-$6.73M	﹤0.01%	120
2024 Q3	$8.62M	Sell	87,900 -14,700	-14%	-$1.42M	1%	33
2024 Q2	$9.42M	Sell	102,600 -24,400	-19%	-$2.22M	1.39%	28
2024 Q1	$12M	Buy	127,000 +44,200	+53%	+$4.18M	1.82%	21
2023 Q4	$8.19M	Sell	82,800 -26,500	-24%	-$2.39M	1.42%	25
2023 Q3	$9.69M	Hold	109,300	–	–	1.63%	25
2023 Q2	$11.3M	Buy	+109,300	New	+$11.3M	1.6%	17
2023 Q1	–	Sell	-1,700	Closed	-$144K	–	87
2022 Q4	$144K	Buy	+1,700	New	+$171K	0.03%	101

Other funds holding TLT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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.