JFG
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Jefferies Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Jefferies 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 		– Sell
-85,050
Closed -$7.3M – 2045
2026
Q1 		$7.37M Buy
+85,050
New +$7.48M 0.05% 257
2025
Q2 		– Sell
-20,000
Closed -$1.74M – 1794
2025
Q1 		$1.82M Buy
+20,000
New +$1.78M 0.02% 606
2024
Q3 		– Sell
-29,569
Closed -$2.85M – 1769
2024
Q2 		$2.71M Buy
29,569
+25,823
+689% +$2.35M 0.03% 458
2024
Q1 		$354K Sell
3,746
-142,659
-97% -$13.5M ﹤0.01% 1156
2023
Q4 		$14.5M Sell
146,405
-122,054
-45% -$11M 0.09% 156
2023
Q3 		$23.8M Buy
268,459
+260,459
+3,256% +$25M 0.21% 70
2023
Q2 		$824K Buy
+8,000
New +$830K 0.01% 999
2023
Q1 		– Sell
-451,300
Closed -$47.2M – 1986
2022
Q4 		$44.9M Buy
+451,300
New +$45.5M 0.31% 47
2017
Q1 		– Sell
-37,853
Closed -$4.51M – 66
2016
Q4 		$4.51M Buy
+37,853
New +$4.74M 0.49% 14
2016
Q3 		– Sell
-49,008
Closed -$6.81M – 47
2016
Q2 		$6.81M Buy
49,008
+21,223
+76% +$2.8M 0.79% 10
2016
Q1 		$3.6M Buy
+27,785
New +$3.56M 0.51% 4

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

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

Jefferies Financial Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 85,050 shares — an estimated $7.3M sold.

Jefferies Financial Group first reported a position in TLT in Q1 2016 and held it in 11 quarters. The position peaked at $44.9M in Q4 2022. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Jefferies Financial Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 85,050 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $7.3M.
  • Jefferies Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and held it in 11 quarters.
  • Jefferies Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $44.9M in Q4 2022.
  • 1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.