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

Larson 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 		$793K Buy
9,171
+8,399
+1,088% +$721K 0.02% 425
2026
Q1 		$66.9K Sell
772
-168
-18% -$14.8K ﹤0.01% 1191
2025
Q4 		$81.9K Sell
940
-400
-30% -$35.8K ﹤0.01% 1007
2025
Q3 		$120K Sell
1,340
-133
-9% -$11.6K ﹤0.01% 848
2025
Q2 		$130K Buy
1,473
+234
+19% +$20.4K 0.01% 762
2025
Q1 		$113K Sell
1,239
-893
-42% -$79.5K 0.01% 766
2024
Q4 		$186K Buy
2,132
+219
+11% +$20.2K 0.01% 584
2024
Q3 		$188K Buy
1,913
+103
+6% +$9.93K 0.01% 591
2024
Q2 		$166K Buy
1,810
+1,251
+224% +$114K 0.01% 524
2024
Q1 		$52.9K Hold
559
– – ﹤0.01% 676
2023
Q4 		$55.3K Sell
559
-1,197
-68% -$108K ﹤0.01% 627
2023
Q3 		$156K Buy
1,756
+1,197
+214% +$115K 0.02% 370
2023
Q2 		$57.5K Sell
559
-671
-55% -$69.6K 0.01% 527
2023
Q1 		$131K Buy
1,230
+730
+146% +$76.4K 0.01% 385
2022
Q4 		$49.8K Buy
+500
New +$50.4K 0.01% 514
2022
Q3 		– Sell
-1,208
Closed -$139K – 1393
2022
Q2 		$139K Sell
1,208
-694
-36% -$81.7K 0.02% 219
2022
Q1 		$251K Buy
+1,902
New +$262K 0.04% 174
2021
Q4 		– Sell
-182
Closed -$26K – 1171
2021
Q3 		$26K Buy
+182
New +$27K 0.01% 418
2020
Q4 		– Sell
-40
Closed -$7K – 846
2020
Q3 		$7K Buy
+40
New +$6.63K ﹤0.01% 491

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

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

Larson Financial Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1,088% in Q2 2026, buying an estimated $721K and bringing the position to 9,171 shares worth $793K. The position accounts for 0.02% of the portfolio, ranked #425.

Larson Financial Group first reported a position in TLT in Q3 2020 and has held it in 19 quarters since. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Larson Financial Group held 9,171 shares of iShares 20+ Year Treasury Bond ETF worth $793K as of Q2 2026.
  • Larson Financial Group bought 8,399 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $721K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #425 holding.
  • Larson Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and has held it in 19 quarters since.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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