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

Everest 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 		$2.49M Sell
28,813
-100
-0.3% -$8.59K 0.34% 54
2026
Q1 		$2.51M Buy
+28,913
New +$2.54M 0.41% 50

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

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

Everest Financial Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.35% in Q2 2026, selling an estimated $8.59K and leaving 28,813 shares worth $2.49M. The position accounts for 0.34% of the portfolio, ranked #54.

Everest Financial Group first reported a position in TLT in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.51M in Q1 2026. 1,038 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Everest Financial Group held 28,813 shares of iShares 20+ Year Treasury Bond ETF worth $2.49M as of Q2 2026.
  • Everest Financial Group sold 100 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $8.59K.
  • iShares 20+ Year Treasury Bond ETF made up 0.34% of Everest Financial Group's portfolio in Q2 2026, its #54 holding.
  • Everest Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Everest Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $2.51M in Q1 2026.
  • 1,038 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.