Jones Financial Companies
TLT icon

Jones Financial Companies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Jones Financial Companies’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 		$35.4M Buy
405,680
+44,790
+12% +$3.85M 0.01% 504
2026
Q1 		$30.9M Buy
360,890
+86,457
+32% +$7.6M 0.01% 470
2025
Q4 		$23.9M Buy
274,433
+22,395
+9% +$2M 0.01% 296
2025
Q3 		$22.4M Buy
252,038
+85,119
+51% +$7.44M 0.02% 275
2025
Q2 		$14.6M Buy
166,919
+42,531
+34% +$3.71M 0.01% 312
2025
Q1 		$11.2M Sell
124,388
-8,909
-7% -$793K 0.01% 298
2024
Q4 		$11.6M Buy
133,297
+11,316
+9% +$1.04M 0.01% 239
2024
Q3 		$12M Buy
121,981
+57,520
+89% +$5.55M 0.01% 187
2024
Q2 		$5.92M Buy
64,461
+29,503
+84% +$2.69M 0.01% 191
2024
Q1 		$3.31M Buy
34,958
+31,667
+962% +$3M ﹤0.01% 166
2023
Q4 		$325K Buy
+3,291
New +$297K ﹤0.01% 271
2013
Q4 		– Sell
-121
Closed -$13K – 514
2013
Q3 		$13K Buy
+121
New +$12.8K ﹤0.01% 485

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

Jones Financial Companies's TLT Position: Q2 2026 in Review

Jones Financial Companies increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 12% in Q2 2026, buying an estimated $3.85M and bringing the position to 405,680 shares worth $35.4M. The position accounts for 0.01% of the portfolio, ranked #504.

Jones Financial Companies first reported a position in TLT in Q3 2013 and has held it in 12 quarters since. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Jones Financial Companies held 405,680 shares of iShares 20+ Year Treasury Bond ETF worth $35.4M as of Q2 2026.
  • Jones Financial Companies bought 44,790 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $3.85M.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #504 holding.
  • Jones Financial Companies first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2013 and has held it in 12 quarters since.
  • 1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.