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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 		$11.7M Sell
135,300
-149,700
-53% -$12.9M 0.08% 222
2026
Q1 		$24.7M Sell
285,000
-15,000
-5% -$1.32M 0.17% 97
2025
Q4 		$26.1M Buy
+300,000
New +$26.8M 0.13% 152
2025
Q2 		– Sell
-200,000
Closed -$18.2M – 1795
2025
Q1 		$18.2M Buy
+200,000
New +$17.8M 0.16% 85
2024
Q4 		– Sell
-704,400
Closed -$69.1M – 1856
2024
Q3 		$69.1M Buy
704,400
+663,700
+1,631% +$64M 0.49% 27
2024
Q2 		$3.74M Buy
40,700
+10,000
+33% +$911K 0.04% 375
2024
Q1 		$2.9M Sell
30,700
-240,000
-89% -$22.7M 0.03% 462
2023
Q4 		$26.8M Sell
270,700
-4,300
-2% -$389K 0.17% 81
2023
Q3 		$24.4M Buy
275,000
+274,200
+34,275% +$26.4M 0.22% 67
2023
Q2 		$82.4K Sell
800
-299,200
-100% -$31M ﹤0.01% 1520
2023
Q1 		$31.9M Sell
300,000
-305,200
-50% -$31.9M 0.26% 68
2022
Q4 		$60.3M Buy
+605,200
New +$61M 0.42% 35

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. 1,044 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.