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

Ethos 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 		$543K Sell
6,402
-104,897
-94% -$9.01M 0.04% 346
2026
Q1 		$9.66M Buy
111,299
+25,536
+30% +$2.25M 0.71% 35
2025
Q4 		$7.48M Buy
85,763
+82,886
+2,881% +$7.41M 0.55% 50
2025
Q3 		$257K Sell
2,877
-1,167
-29% -$102K 0.02% 393
2025
Q2 		$357K Sell
4,044
-4,646
-53% -$405K 0.03% 312
2025
Q1 		$764K Sell
8,690
-1,123
-11% -$100K 0.07% 175
2024
Q4 		$857K Sell
9,813
-82,188
-89% -$7.56M 0.11% 113
2024
Q3 		$9.03M Buy
92,001
+2,748
+3% +$265K 1.49% 21
2024
Q2 		$8.19M Buy
89,253
+5,025
+6% +$458K 1.44% 23
2024
Q1 		$7.97M Buy
84,228
+4,531
+6% +$429K 1.51% 23
2023
Q4 		$7.88M Buy
79,697
+75,562
+1,827% +$6.83M 1.68% 14
2023
Q3 		$367K Buy
+4,135
New +$397K 0.09% 115

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

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

Ethos Financial Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 94% in Q2 2026, selling an estimated $9.01M and leaving 6,402 shares worth $543K. The position accounts for 0.04% of the portfolio, ranked #346.

Ethos Financial Group first reported a position in TLT in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.66M in Q1 2026. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Ethos Financial Group held 6,402 shares of iShares 20+ Year Treasury Bond ETF worth $543K as of Q2 2026.
  • Ethos Financial Group sold 104,897 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $9.01M.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #346 holding.
  • Ethos Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Ethos Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $9.66M in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.