Cooper Financial Group
TLT icon

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

Cooper 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
Q3 		$863K Sell
11,101
-58
-0.5% -$4.78K 0.07% 187
2026
Q2 		$964K Sell
11,159
-111
-1% -$9.5K 0.08% 179
2026
Q1 		$977K Sell
11,270
-383
-3% -$33.7K 0.1% 168
2025
Q4 		$1.02M Buy
11,653
+8,542
+275% +$764K 0.11% 139
2025
Q3 		$278K Sell
3,111
-398
-11% -$34.8K 0.03% 314
2025
Q2 		$310K Sell
3,509
-2,965
-46% -$259K 0.04% 294
2025
Q1 		$589K Sell
6,474
-43,824
-87% -$3.9M 0.08% 215
2024
Q4 		$4.39M Buy
50,298
+2,851
+6% +$262K 0.53% 35
2024
Q3 		$4.65M Buy
47,447
+3,452
+8% +$333K 0.6% 30
2024
Q2 		$4.04M Buy
43,995
+7,057
+19% +$643K 0.59% 29
2024
Q1 		$3.5M Buy
36,938
+71
+0.2% +$6.72K 0.57% 27
2023
Q4 		$3.65M Sell
36,867
-1,585
-4% -$143K 0.66% 28
2023
Q3 		$3.41M Buy
38,452
+27,767
+260% +$2.67M 0.82% 24
2023
Q2 		$1.1M Buy
+10,685
New +$1.11M 0.27% 85
2020
Q4 		– Sell
-4,397
Closed -$718K – 305
2020
Q3 		$718K Buy
4,397
+2,265
+106% +$376K 0.21% 67
2020
Q2 		$349K Buy
+2,132
New +$351K 0.11% 129

Other funds holding TLT

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Vision Financial Markets
Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Cooper Financial Group's TLT Position: Q3 2026 in Review

Cooper Financial Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.52% in Q3 2026, selling an estimated $4.78K and leaving 11,101 shares worth $863K. The position accounts for 0.07% of the portfolio, ranked #187.

Cooper Financial Group first reported a position in TLT in Q2 2020 and has held it in 16 quarters since. The position peaked at $4.65M in Q3 2024. 280 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Cooper Financial Group held 11,101 shares of iShares 20+ Year Treasury Bond ETF worth $863K as of Q3 2026.
  • Cooper Financial Group sold 58 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $4.78K.
  • iShares 20+ Year Treasury Bond ETF made up 0.07% of Cooper Financial Group's portfolio in Q3 2026, its #187 holding.
  • Cooper Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and has held it in 16 quarters since.
  • Cooper Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $4.65M in Q3 2024.
  • 280 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.