Focus Financial Network’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Focus Financial Network’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	$527K	Sell	6,094 -815	-12%	-$70K	0.02%	471
2026 Q1	$599K	Buy	6,909 +988	+17%	+$86.9K	0.02%	420
2025 Q4	$516K	Sell	5,921 -2,055	-26%	-$184K	0.02%	444
2025 Q3	$713K	Sell	7,976 -1,913	-19%	-$167K	0.03%	378
2025 Q2	$873K	Buy	9,889 +1,067	+12%	+$93K	0.03%	318
2025 Q1	$803K	Sell	8,822 -17,164	-66%	-$1.53M	0.03%	316
2024 Q4	$2.27M	Sell	25,986 -12,305	-32%	-$1.13M	0.09%	169
2024 Q3	$3.76M	Buy	38,291 +14,587	+62%	+$1.41M	0.15%	117
2024 Q2	$2.23M	Buy	23,704 +486	+2%	+$44.3K	0.1%	154
2024 Q1	$2.06M	Sell	23,218 -86,128	-79%	-$8.15M	0.1%	152
2023 Q4	$10.8M	Buy	109,346 +87,648	+404%	+$7.92M	0.41%	52
2023 Q3	$1.92M	Buy	+21,698	New	+$2.09M	0.11%	146
2021 Q4	–	Sell	-1,458	Closed	-$210K	–	444
2021 Q3	$210K	Buy	+1,458	New	+$216K	0.03%	391
2020 Q4	–	Sell	-1,824	Closed	-$298K	–	482
2020 Q3	$298K	Sell	1,824 -16,365	-90%	-$2.71M	0.03%	338
2020 Q2	$2.98M	Buy	+18,189	New	+$2.99M	0.33%	67

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Focus Financial Network's TLT Position: Q2 2026 in Review

Focus Financial Network reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 12% in Q2 2026, selling an estimated $70K and leaving 6,094 shares worth $527K. The position accounts for 0.02% of the portfolio, ranked #471.

Focus Financial Network first reported a position in TLT in Q2 2020 and has held it in 15 quarters since. The position peaked at $10.8M in Q4 2023. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Focus Financial Network held 6,094 shares of iShares 20+ Year Treasury Bond ETF worth $527K as of Q2 2026.
Focus Financial Network sold 815 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $70K.
iShares 20+ Year Treasury Bond ETF made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #471 holding.
Focus Financial Network first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and has held it in 15 quarters since.
Focus Financial Network's iShares 20+ Year Treasury Bond ETF position peaked at $10.8M in Q4 2023.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.