IFG
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Independent Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Independent 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 		$9.81M Buy
113,523
+74,111
+188% +$6.36M 0.18% 107
2026
Q1 		$3.42M Buy
39,412
+8,556
+28% +$752K 0.08% 261
2025
Q4 		$2.69M Buy
30,856
+4,032
+15% +$361K 0.06% 311
2025
Q3 		$2.4M Sell
26,824
-13,442
-33% -$1.18M 0.06% 330
2025
Q2 		$3.55M Sell
40,266
-13,193
-25% -$1.15M 0.1% 205
2025
Q1 		$4.87M Buy
53,459
+6,680
+14% +$595K 0.17% 120
2024
Q4 		$4.09M Sell
46,779
-89,050
-66% -$8.2M 0.14% 137
2024
Q3 		$13.3M Buy
135,829
+73,907
+119% +$7.13M 0.49% 30
2024
Q2 		$5.68M Sell
61,922
-22,498
-27% -$2.05M 0.23% 84
2024
Q1 		$7.99M Sell
84,420
-13,283
-14% -$1.26M 0.37% 46
2023
Q4 		$9.66M Buy
97,703
+17,050
+21% +$1.54M 0.52% 25
2023
Q3 		$7.15M Buy
80,653
+25,980
+48% +$2.5M 0.47% 30
2023
Q2 		$5.63M Buy
54,673
+13,610
+33% +$1.41M 0.39% 45
2023
Q1 		$4.37M Buy
41,063
+33,164
+420% +$3.47M 0.35% 55
2022
Q4 		$786K Buy
7,899
+5,903
+296% +$595K 0.07% 308
2022
Q3 		$204K Sell
1,996
-437
-18% -$49.2K 0.02% 666
2022
Q2 		$279K Sell
2,433
-7,071
-74% -$833K 0.03% 524
2022
Q1 		$1.26M Buy
9,504
+7,526
+380% +$1.04M 0.1% 196
2021
Q4 		$293K Buy
+1,978
New +$292K 0.02% 603
2021
Q1 		– Sell
-6,274
Closed -$990K – 674
2020
Q4 		$990K Buy
6,274
+3,585
+133% +$569K 0.15% 169
2020
Q3 		$439K Buy
2,689
+1,168
+77% +$194K 0.08% 269
2020
Q2 		$249K Sell
1,521
-400
-21% -$65.9K 0.05% 359
2020
Q1 		$317K Buy
+1,921
New +$286K 0.09% 246

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

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

Independent Financial Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 188% in Q2 2026, buying an estimated $6.36M and bringing the position to 113,523 shares worth $9.81M. The position accounts for 0.18% of the portfolio, ranked #107.

Independent Financial Group first reported a position in TLT in Q1 2020 and has held it in 23 quarters since. The position peaked at $13.3M in Q3 2024. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Independent Financial Group held 113,523 shares of iShares 20+ Year Treasury Bond ETF worth $9.81M as of Q2 2026.
  • Independent Financial Group bought 74,111 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $6.36M.
  • iShares 20+ Year Treasury Bond ETF made up 0.18% of Independent Financial Group's portfolio in Q2 2026, its #107 holding.
  • Independent Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and has held it in 23 quarters since.
  • Independent Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $13.3M in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.