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

Embree 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 		$539K Buy
6,240
+806
+15% +$69.2K 0.05% 163
2026
Q1 		$471K Buy
5,434
+1,033
+23% +$90.8K 0.06% 161
2025
Q4 		$384K Buy
4,401
+1,140
+35% +$102K 0.05% 164
2025
Q3 		$291K Buy
+3,261
New +$285K 0.04% 188

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

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

Embree Financial Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 15% in Q2 2026, buying an estimated $69.2K and bringing the position to 6,240 shares worth $539K. The position accounts for 0.05% of the portfolio, ranked #163.

Embree Financial Group first reported a position in TLT in Q3 2025 and has held it in 4 quarters since. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Embree Financial Group held 6,240 shares of iShares 20+ Year Treasury Bond ETF worth $539K as of Q2 2026.
  • Embree Financial Group bought 806 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $69.2K.
  • iShares 20+ Year Treasury Bond ETF made up 0.05% of Embree Financial Group's portfolio in Q2 2026, its #163 holding.
  • Embree Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.