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

CMC 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	-26,329	Closed	-$2.28M	–	64
2026 Q1	$2.28M	Buy	+26,329	New	+$2.31M	4.48%	6
2024 Q4	–	Sell	-41,655	Closed	-$4.09M	–	31
2024 Q3	$4.09M	Buy	+41,655	New	+$4.02M	6.01%	7
2024 Q2	–	Sell	-51,703	Closed	-$4.89M	–	18
2024 Q1	$4.89M	Sell	51,703 -40,050	-44%	-$3.79M	6.9%	4
2023 Q4	$8.86M	Buy	+91,753	New	+$8.29M	11.84%	3
2022 Q4	–	Sell	-12,581	Closed	-$1.29M	–	23
2022 Q3	$1.29M	Buy	+12,581	New	+$1.42M	3.03%	8

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

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

CMC Financial Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 26,329 shares — an estimated $2.28M sold.

CMC Financial Group first reported a position in TLT in Q3 2022 and held it in 5 quarters. The position peaked at $8.86M in Q4 2023. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

CMC Financial Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
CMC Financial Group sold 26,329 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.28M.
CMC Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and held it in 5 quarters.
CMC Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $8.86M in Q4 2023.
1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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