Fiduciary Financial Group
TLT icon

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

Fiduciary 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
Q3 		$3.01M Sell
38,635
-741
-2% -$61.1K 0.35% 46
2026
Q2 		$3.4M Sell
39,376
-20,216
-34% -$1.74M 0.39% 47
2026
Q1 		$5.17M Buy
59,592
+3,644
+7% +$320K 0.69% 30
2025
Q4 		$4.88M Buy
55,948
+35,891
+179% +$3.21M 0.69% 27
2025
Q3 		$1.79M Buy
20,057
+14,814
+283% +$1.3M 0.28% 49
2025
Q2 		$462K Buy
+5,243
New +$457K 0.08% 142

Other funds holding TLT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

Fiduciary Financial Group's TLT Position: Q3 2026 in Review

Fiduciary Financial Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.9% in Q3 2026, selling an estimated $61.1K and leaving 38,635 shares worth $3.01M. The position accounts for 0.35% of the portfolio, ranked #46.

Fiduciary Financial Group first reported a position in TLT in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.17M in Q1 2026. 894 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Fiduciary Financial Group held 38,635 shares of iShares 20+ Year Treasury Bond ETF worth $3.01M as of Q3 2026.
  • Fiduciary Financial Group sold 741 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $61.1K.
  • iShares 20+ Year Treasury Bond ETF made up 0.35% of Fiduciary Financial Group's portfolio in Q3 2026, its #46 holding.
  • Fiduciary Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Fiduciary Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $5.17M in Q1 2026.
  • 894 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.