LPL Financial’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $451M | Buy |
5,201,859
+492,756
| +10% | +$43.3M | 0.12% | 177 |
|
|
2025
Q4 | $410M | Sell |
4,709,103
-105,984
| -2% | -$9.48M | 0.11% | 178 |
|
|
2025
Q3 | $430M | Buy |
4,815,087
+103,942
| +2% | +$9.09M | 0.13% | 157 |
|
|
2025
Q2 | $416M | Buy |
4,711,145
+333,275
| +8% | +$29.1M | 0.14% | 142 |
|
|
2025
Q1 | $399M | Sell |
4,377,870
-1,657,226
| -27% | -$148M | 0.16% | 135 |
|
|
2024
Q4 | $527M | Buy |
6,035,096
+258,504
| +4% | +$23.8M | 0.21% | 102 |
|
|
2024
Q3 | $567M | Buy |
5,776,592
+884,717
| +18% | +$85.3M | 0.25% | 90 |
|
|
2024
Q2 | $449M | Buy |
4,891,875
+359,539
| +8% | +$32.8M | 0.22% | 94 |
|
|
2024
Q1 | $429M | Sell |
4,532,336
-406,292
| -8% | -$38.4M | 0.23% | 94 |
|
|
2023
Q4 | $488M | Buy |
4,938,628
+324,550
| +7% | +$29.3M | 0.3% | 74 |
|
|
2023
Q3 | $409M | Buy |
4,614,078
+2,337,389
| +103% | +$225M | 0.29% | 78 |
|
|
2023
Q2 | $234M | Buy |
2,276,689
+277,610
| +14% | +$28.8M | 0.17% | 121 |
|
|
2023
Q1 | $213M | Buy |
1,999,079
+416,532
| +26% | +$43.6M | 0.17% | 119 |
|
|
2022
Q4 | $158M | Buy |
1,582,547
+326,456
| +26% | +$32.9M | 0.13% | 142 |
|
|
2022
Q3 | $129M | Buy |
1,256,091
+319,428
| +34% | +$36M | 0.12% | 157 |
|
|
2022
Q2 | $108M | Buy |
936,663
+213,807
| +30% | +$25.2M | 0.1% | 187 |
|
|
2022
Q1 | $95.5M | Buy |
722,856
+180,667
| +33% | +$24.9M | 0.08% | 229 |
|
|
2021
Q4 | $80.3M | Buy |
542,189
+25,711
| +5% | +$3.79M | 0.07% | 270 |
|
|
2021
Q3 | $74.5M | Buy |
516,478
+75,837
| +17% | +$11.3M | 0.07% | 259 |
|
|
2021
Q2 | $63.6M | Sell |
440,641
-11,251
| -2% | -$1.57M | 0.06% | 275 |
|
|
2021
Q1 | $61.2M | Sell |
451,892
-424,754
| -48% | -$61.6M | 0.07% | 257 |
|
|
2020
Q4 | $138M | Sell |
876,646
-127,866
| -13% | -$20.3M | 0.18% | 112 |
|
|
2020
Q3 | $164M | Buy |
1,004,512
+108,116
| +12% | +$17.9M | 0.26% | 77 |
|
|
2020
Q2 | $147M | Sell |
896,396
-138,113
| -13% | -$22.7M | 0.26% | 76 |
|
|
2020
Q1 | $171M | Sell |
1,034,509
-1,241
| -0.1% | -$185K | 0.37% | 52 |
|
|
2019
Q4 | $140M | Sell |
1,035,750
-72,231
| -7% | -$10.1M | 0.26% | 78 |
|
|
2019
Q3 | $159M | Buy |
1,107,981
+294,132
| +36% | +$40.9M | 0.32% | 63 |
|
|
2019
Q2 | $108M | Sell |
813,849
-264,937
| -25% | -$33.6M | 0.23% | 87 |
|
|
2019
Q1 | $136M | Buy |
1,078,786
+465,495
| +76% | +$56.6M | 0.31% | 61 |
|
|
2018
Q4 | $74.5M | Buy |
613,291
+135,803
| +28% | +$15.7M | 0.2% | 101 |
|
|
2018
Q3 | $56M | Sell |
477,488
-120,262
| -20% | -$14.4M | 0.13% | 136 |
|
|
2018
Q2 | $72.8M | Buy |
597,750
+115,009
| +24% | +$13.8M | 0.19% | 100 |
|
|
2018
Q1 | $58.8M | Sell |
482,741
-21,964
| -4% | -$2.65M | 0.16% | 121 |
|
|
2017
Q4 | $64M | Sell |
504,705
-185,733
| -27% | -$23.3M | 0.19% | 98 |
|
|
2017
Q3 | $86.1M | Buy |
690,438
+215,648
| +45% | +$27.1M | 0.3% | 68 |
|
|
2017
Q2 | $59.4M | Buy |
474,790
+68,913
| +17% | +$8.51M | 0.23% | 91 |
|
|
2017
Q1 | $49.4M | Sell |
405,877
-29,234
| -7% | -$3.51M | 0.34% | 43 |
|
|
2016
Q4 | $52.1M | Sell |
435,111
-311,458
| -42% | -$39M | 0.4% | 40 |
|
|
2016
Q3 | $101M | Sell |
746,569
-6,891
| -0.9% | -$956K | 0.96% | 9 |
|
|
2016
Q2 | $107M | Sell |
753,460
-1,055,032
| -58% | -$139M | 0.91% | 13 |
|
|
2016
Q1 | $239M | Buy |
1,808,492
+1,021,646
| +130% | +$131M | 0.67% | 26 |
|
|
2015
Q4 | $95.2M | Buy |
786,846
+214,128
| +37% | +$26.1M | 0.26% | 80 |
|
|
2015
Q3 | $70.4M | Buy |
572,718
+176,312
| +44% | +$21.4M | 0.39% | 51 |
|
|
2015
Q2 | $46.8M | Sell |
396,406
-116,603
| -23% | -$14.3M | 0.24% | 86 |
|
|
2015
Q1 | $67.8M | Sell |
513,009
-91,418
| -15% | -$11.9M | 0.35% | 58 |
|
|
2014
Q4 | $76.1M | Buy |
604,427
+232,524
| +63% | +$28.2M | 0.42% | 48 |
|
|
2014
Q3 | $44M | Buy |
371,903
+26,341
| +8% | +$3.03M | 0.26% | 75 |
|
|
2014
Q2 | $39.2M | Buy |
345,562
+32,464
| +10% | +$3.62M | 0.23% | 86 |
|
|
2014
Q1 | $34.2M | Buy |
313,098
+121,456
| +63% | +$13M | 0.21% | 98 |
|
|
2013
Q4 | $19.5M | Sell |
191,642
-63,149
| -25% | -$6.61M | 0.12% | 160 |
|
|
2013
Q3 | $26.7M | Buy |
254,791
+54,480
| +27% | +$5.77M | 0.18% | 120 |
|
|
2013
Q2 | $22.1M | Buy |
+200,311
| New | +$23.5M | 0.16% | 119 |
|
Other funds holding TLT
LPL Financial's TLT Position: Q1 2026 in Review
LPL Financial increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 10% in Q1 2026, buying an estimated $43.3M and bringing the position to 5,201,859 shares worth $451M. The position accounts for 0.12% of the portfolio, ranked #177.
LPL Financial first reported a position in TLT in Q2 2013 and has held it in 52 quarters since. The position peaked at $567M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.
- LPL Financial held 5,201,859 shares of iShares 20+ Year Treasury Bond ETF worth $451M as of Q1 2026.
- LPL Financial bought 492,756 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $43.3M.
- iShares 20+ Year Treasury Bond ETF made up 0.12% of LPL Financial's portfolio in Q1 2026, its #177 holding.
- LPL Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's iShares 20+ Year Treasury Bond ETF position peaked at $567M in Q3 2024.
- 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.