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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

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return