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	$21.6M	Sell	250,000 -950,000	-79%	-$81.6M	0.14%	137
2026 Q1	$104M	Hold	1,200,000	–	–	0.71%	15
2025 Q4	$105M	Buy	1,200,000 +1,125,000	+1,500%	+$101M	0.53%	30
2025 Q3	$6.7M	Hold	75,000	–	–	0.03%	299
2025 Q2	$6.62M	Sell	75,000 -570,000	-88%	-$49.7M	0.06%	233
2025 Q1	$58.7M	Sell	645,000 -333,000	-34%	-$29.6M	0.52%	29
2024 Q4	$85.4M	Buy	+978,000	New	+$90M	0.51%	33
2024 Q3	–	Sell	-370,700	Closed	-$34M	–	1768
2024 Q2	$34M	Buy	370,700 +150,000	+68%	+$13.7M	0.36%	42
2024 Q1	$20.9M	Buy	220,700 +190,000	+619%	+$18M	0.19%	83
2023 Q4	$3.04M	Sell	30,700 -269,300	-90%	-$24.3M	0.02%	553
2023 Q3	$26.6M	Sell	300,000 -1,170,700	-80%	-$113M	0.24%	61
2023 Q2	$151M	Buy	1,470,700 +929,500	+172%	+$96.4M	1.36%	9
2023 Q1	$57.6M	Buy	541,200 +491,200	+982%	+$51.4M	0.47%	37
2022 Q4	$4.98M	Buy	+50,000	New	+$5.04M	0.03%	403

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

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. 1,044 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.
1,044 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.