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

Founders Financial Securities’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 		$428K Sell
4,952
-1,401
-22% -$120K 0.02% 412
2026
Q1 		$551K Buy
6,353
+1,477
+30% +$130K 0.03% 352
2025
Q4 		$425K Buy
+4,876
New +$436K 0.03% 402
2025
Q3 		– Sell
-5,960
Closed -$526K – 527
2025
Q2 		$526K Sell
5,960
-17,971
-75% -$1.57M 0.04% 337
2025
Q1 		$2.14M Buy
23,931
+14,202
+146% +$1.26M 0.18% 115
2024
Q4 		$850K Sell
9,729
-1,310
-12% -$121K 0.08% 204
2024
Q3 		$1.08M Buy
11,039
+4,813
+77% +$464K 0.1% 174
2024
Q2 		$571K Sell
6,226
-848
-12% -$77.3K 0.05% 262
2024
Q1 		$669K Buy
7,074
+867
+14% +$82K 0.07% 221
2023
Q4 		$614K Buy
6,207
+2,853
+85% +$258K 0.07% 221
2023
Q3 		$297K Sell
3,354
-14,982
-82% -$1.44M 0.04% 268
2023
Q2 		$1.89M Buy
18,336
+15,756
+611% +$1.63M 0.25% 81
2023
Q1 		$274K Sell
2,580
-1,214
-32% -$127K 0.04% 270
2022
Q4 		$378K Buy
3,794
+1,190
+46% +$120K 0.06% 223
2022
Q3 		$267K Buy
+2,604
New +$293K 0.05% 246
2022
Q1 		– Sell
-4,566
Closed -$677K – 282
2021
Q4 		$677K Buy
4,566
+2,151
+89% +$317K 0.12% 142
2021
Q3 		$349K Buy
+2,415
New +$359K 0.07% 201
2021
Q1 		– Sell
-1,947
Closed -$307K – 267
2020
Q4 		$307K Sell
1,947
-2,994
-61% -$475K 0.07% 168
2020
Q3 		$807K Buy
4,941
+1,160
+31% +$192K 0.26% 65
2020
Q2 		$620K Sell
3,781
-1,445
-28% -$238K 0.2% 89
2020
Q1 		$862K Buy
+5,226
New +$779K 0.32% 45
2016
Q3 		– Sell
-4,766
Closed -$662K – 96
2016
Q2 		$662K Buy
4,766
+310
+7% +$40.9K 0.3% 52
2016
Q1 		$582K Buy
+4,456
New +$571K 0.27% 50
2015
Q2 		– Sell
-2,361
Closed -$309K – 79
2015
Q1 		$309K Buy
2,361
+134
+6% +$17.5K 0.16% 48
2014
Q4 		$280K Buy
+2,227
New +$270K 0.17% 49

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 Securities's TLT Position: Q2 2026 in Review

Founders Financial Securities reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 22% in Q2 2026, selling an estimated $120K and leaving 4,952 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #412.

Founders Financial Securities first reported a position in TLT in Q4 2014 and has held it in 25 quarters since. The position peaked at $2.14M in Q1 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Founders Financial Securities held 4,952 shares of iShares 20+ Year Treasury Bond ETF worth $428K as of Q2 2026.
  • Founders Financial Securities sold 1,401 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $120K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #412 holding.
  • Founders Financial Securities first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2014 and has held it in 25 quarters since.
  • Founders Financial Securities's iShares 20+ Year Treasury Bond ETF position peaked at $2.14M in Q1 2025.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.