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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
Q2 		$964K Sell
11,159
-111
-1% -$9.53K 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% +$6.71K 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Cooper Financial Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.98% in Q2 2026, selling an estimated $9.53K and leaving 11,159 shares worth $964K. The position accounts for 0.08% of the portfolio, ranked #179.

Cooper Financial Group first reported a position in TLT in Q2 2020 and has held it in 15 quarters since. The position peaked at $4.65M in Q3 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Cooper Financial Group held 11,159 shares of iShares 20+ Year Treasury Bond ETF worth $964K as of Q2 2026.
  • Cooper Financial Group sold 111 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $9.53K.
  • iShares 20+ Year Treasury Bond ETF made up 0.08% of Cooper Financial Group's portfolio in Q2 2026, its #179 holding.
  • Cooper Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and has held it in 15 quarters since.
  • Cooper Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $4.65M in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.