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

Clayton 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 		– Sell
-893
Closed -$77.4K – 514
2026
Q1 		$77.4K Buy
893
+793
+793% +$69.7K 0.04% 115
2025
Q4 		$8.72K Buy
+100
New +$8.94K ﹤0.01% 248
2024
Q3 		– Sell
-3,473
Closed -$329K – 127
2024
Q2 		$329K Buy
3,473
+873
+34% +$79.5K 0.14% 75
2024
Q1 		$246K Buy
+2,600
New +$246K 0.11% 83

Other funds holding TLT

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Clayton Financial Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 893 shares — an estimated $77.4K sold.

Clayton Financial Group first reported a position in TLT in Q1 2024 and held it in 4 quarters. The position peaked at $329K in Q2 2024. 248 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Clayton Financial Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 893 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $77.4K.
  • Clayton Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and held it in 4 quarters.
  • Clayton Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $329K in Q2 2024.
  • 248 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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