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

Ehrlich 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 		$896K Sell
10,371
-11
-0.1% -$945 0.46% 50
2026
Q1 		$900K Buy
10,382
+6,149
+145% +$541K 0.52% 48
2025
Q4 		$369K Sell
4,233
-7,890
-65% -$705K 0.21% 82
2025
Q3 		$1.08M Buy
12,123
+342
+3% +$29.9K 0.64% 45
2025
Q2 		$1.04M Sell
11,781
-2,221
-16% -$194K 0.67% 42
2025
Q1 		$1.27M Sell
14,002
-24,546
-64% -$2.19M 0.93% 35
2024
Q4 		$3.37M Buy
38,548
+11,019
+40% +$1.01M 2.39% 11
2024
Q3 		$2.7M Buy
27,529
+1,507
+6% +$145K 1.93% 17
2024
Q2 		$2.39M Buy
26,022
+709
+3% +$64.6K 1.89% 15
2024
Q1 		$2.4M Buy
25,313
+18,623
+278% +$1.76M 2.02% 15
2023
Q4 		$661K Buy
+6,690
New +$604K 0.66% 40

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
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 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

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

Ehrlich Financial Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.11% in Q2 2026, selling an estimated $945 and leaving 10,371 shares worth $896K. The position accounts for 0.46% of the portfolio, ranked #50.

Ehrlich Financial Group first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.37M in Q4 2024. 295 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Ehrlich Financial Group held 10,371 shares of iShares 20+ Year Treasury Bond ETF worth $896K as of Q2 2026.
  • Ehrlich Financial Group sold 11 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $945.
  • iShares 20+ Year Treasury Bond ETF made up 0.46% of Ehrlich Financial Group's portfolio in Q2 2026, its #50 holding.
  • Ehrlich Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Ehrlich Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $3.37M in Q4 2024.
  • 295 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.