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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Fiduciary Financial Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 34% in Q2 2026, selling an estimated $1.74M and leaving 39,376 shares worth $3.4M. The position accounts for 0.39% of the portfolio, ranked #47.

Fiduciary Financial Group first reported a position in TLT in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.17M in Q1 2026. 437 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Fiduciary Financial Group held 39,376 shares of iShares 20+ Year Treasury Bond ETF worth $3.4M as of Q2 2026.
  • Fiduciary Financial Group sold 20,216 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.74M.
  • iShares 20+ Year Treasury Bond ETF made up 0.39% of Fiduciary Financial Group's portfolio in Q2 2026, its #47 holding.
  • Fiduciary Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Fiduciary Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $5.17M in Q1 2026.
  • 437 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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