FFA
TLT icon

Founders Financial Alliance’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Founders Financial Alliance’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 		$42.5K Buy
491
+4
+0.8% +$343 0.01% 575
2026
Q1 		$42.2K Buy
487
+217
+80% +$19.1K 0.01% 525
2025
Q4 		$23.6K Sell
270
-473
-64% -$42.3K ﹤0.01% 469
2025
Q3 		$66.4K Buy
743
+373
+101% +$32.6K 0.01% 471
2025
Q2 		$32.6K Sell
370
-156
-30% -$13.6K 0.01% 411
2025
Q1 		$47.9K Sell
526
-16
-3% -$1.42K 0.01% 446
2024
Q4 		$47.3K Buy
542
+22
+4% +$2.02K 0.01% 384
2024
Q3 		$51K Buy
520
+128
+33% +$12.3K 0.01% 386
2024
Q2 		$36K Sell
392
-200
-34% -$18.2K 0.01% 399
2024
Q1 		$56.1K Buy
592
+322
+119% +$30.5K 0.02% 373
2023
Q4 		$26.7K Buy
270
+4
+2% +$361 0.01% 385
2023
Q3 		$23.6K Sell
266
-74
-22% -$7.11K 0.01% 375
2023
Q2 		$35K Buy
340
+76
+29% +$7.88K 0.01% 371
2023
Q1 		$27.5K Buy
264
+210
+389% +$22K 0.01% 353
2022
Q4 		$5.36K Buy
54
+1
+2% +$101 ﹤0.01% 444
2022
Q3 		$5K Sell
53
-26
-33% -$2.93K ﹤0.01% 442
2022
Q2 		$9K Sell
79
-54
-41% -$6.36K ﹤0.01% 441
2022
Q1 		$18K Sell
133
-57
-30% -$7.86K 0.01% 367
2021
Q4 		$28K Buy
190
+1
+0.5% +$147 0.01% 390
2021
Q3 		$27K Sell
189
-12
-6% -$1.78K 0.01% 366
2021
Q2 		$29K Sell
201
-371
-65% -$51.8K 0.01% 381
2021
Q1 		$79K Sell
572
-28
-5% -$4.06K 0.04% 296
2020
Q4 		$95K Buy
600
+43
+8% +$6.83K 0.05% 247
2020
Q3 		$91K Buy
+557
New +$92.4K 0.05% 283

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

Founders Financial Alliance's TLT Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.82% in Q2 2026, buying an estimated $343 and bringing the position to 491 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #575.

Founders Financial Alliance first reported a position in TLT in Q3 2020 and has held it in 24 quarters since. The position peaked at $95K in Q4 2020. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Founders Financial Alliance held 491 shares of iShares 20+ Year Treasury Bond ETF worth $42.5K as of Q2 2026.
  • Founders Financial Alliance bought 4 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $343.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #575 holding.
  • Founders Financial Alliance first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares 20+ Year Treasury Bond ETF position peaked at $95K in Q4 2020.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.