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

Financial Enhancement 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 		$6.61M Buy
+76,524
New +$6.57M 0.79% 43
2021
Q2 		– Sell
-1,777
Closed -$241K – 312
2021
Q1 		$241K Sell
1,777
-1,412
-44% -$205K 0.05% 83
2020
Q4 		$503K Sell
3,189
-814
-20% -$129K 0.11% 77
2020
Q3 		$654K Sell
4,003
-836
-17% -$139K 0.15% 70
2020
Q2 		$793K Buy
+4,839
New +$797K 0.2% 62
2019
Q2 		– Sell
-20,763
Closed -$2.63M – 325
2019
Q1 		$2.63M Buy
20,763
+8,736
+73% +$1.06M 0.8% 37
2018
Q4 		$1.41M Hold
12,027
– – 0.44% 43
2018
Q3 		$1.41M Buy
12,027
+3,577
+42% +$429K 0.44% 43
2018
Q2 		$1.03M Buy
8,450
+2,149
+34% +$257K 0.35% 38
2018
Q1 		$768K Buy
6,301
+1,287
+26% +$155K 0.27% 48
2017
Q4 		$636K Buy
5,014
+1,158
+30% +$145K 0.24% 57
2017
Q3 		$481K Buy
3,856
+163
+4% +$20.5K 0.19% 48
2017
Q2 		$462K Buy
3,693
+534
+17% +$66K 0.2% 51
2017
Q1 		$381K Buy
+3,159
New +$379K 0.17% 53
2016
Q2 		– Sell
-35,855
Closed -$4.68M – 48
2016
Q1 		$4.68M Sell
35,855
-21,039
-37% -$2.69M 3.05% 11
2015
Q4 		$6.86M Buy
56,894
+226
+0.4% +$27.5K 4.21% 9
2015
Q3 		$7M Sell
56,668
-2
-0% -$243 4.62% 5
2015
Q2 		$6.66M Buy
+56,670
New +$6.95M 4.19% 7

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

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

Financial Enhancement Group opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 76,524 shares worth $6.61M. The stake represents 0.79% of the portfolio and ranks #43 among its holdings. This is a return to the name: Financial Enhancement Group previously reported a position in TLT as recently as Q1 2021.

Financial Enhancement Group first reported a position in TLT in Q2 2015 and has held it in 18 quarters since. The position peaked at $7M in Q3 2015. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Financial Enhancement Group held 76,524 shares of iShares 20+ Year Treasury Bond ETF worth $6.61M as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Financial Enhancement Group position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.79% of Financial Enhancement Group's portfolio in Q2 2026, its #43 holding.
  • Financial Enhancement Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2015 and has held it in 18 quarters since.
  • Financial Enhancement Group's iShares 20+ Year Treasury Bond ETF position peaked at $7M in Q3 2015.
  • 1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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