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

Erickson 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
Q1 		$2.5M Sell
28,841
-6
-0% -$527 1.57% 12
2025
Q4 		$2.51M Sell
28,847
-510
-2% -$45.6K 1.54% 12
2025
Q3 		$2.62M Sell
29,357
-725
-2% -$63.4K 1.65% 12
2025
Q2 		$2.65M Sell
30,082
-225
-0.7% -$19.6K 1.79% 12
2025
Q1 		$2.76M Sell
30,307
-176
-0.6% -$15.7K 2.06% 11
2024
Q4 		$2.66M Sell
30,483
-187
-0.6% -$17.2K 1.89% 12
2024
Q3 		$3.01M Sell
30,670
-60
-0.2% -$5.79K 2.16% 11
2024
Q2 		$2.82M Sell
30,730
-456
-1% -$41.5K 2.15% 12
2024
Q1 		$2.95M Buy
31,186
+219
+0.7% +$20.7K 2.31% 12
2023
Q4 		$3.06M Buy
30,967
+225
+0.7% +$20.3K 2.54% 12
2023
Q3 		$2.73M Buy
30,742
+231
+0.8% +$22.2K 2.55% 12
2023
Q2 		$3.14M Buy
30,511
+4,367
+17% +$453K 2.85% 12
2023
Q1 		$2.78M Buy
26,144
+238
+0.9% +$24.9K 2.76% 12
2022
Q4 		$2.58M Buy
+25,906
New +$2.61M 2.79% 12

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Erickson Financial Group's TLT Position: Q1 2026 in Review

Erickson Financial Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.02% in Q1 2026, selling an estimated $527 and leaving 28,841 shares worth $2.5M. The position accounts for 1.57% of the portfolio, ranked #12.

Erickson Financial Group first reported a position in TLT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.14M in Q2 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Erickson Financial Group held 28,841 shares of iShares 20+ Year Treasury Bond ETF worth $2.5M as of Q1 2026.
  • Erickson Financial Group sold 6 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $527.
  • iShares 20+ Year Treasury Bond ETF made up 1.57% of Erickson Financial Group's portfolio in Q1 2026, its #12 holding.
  • Erickson Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Erickson Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $3.14M in Q2 2023.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Erickson Financial Group's 13F filing for Q1 2026, filed 8 Apr 2026.