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

LPL Financial’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	$259K	Sell	3,000 -1,200	-29%	-$103K	﹤0.01%	5572
2026 Q1	$364K	Buy	4,200 +100	+2%	+$8.79K	﹤0.01%	5052
2025 Q4	$357K	Sell	4,100 -5,100	-55%	-$456K	﹤0.01%	5013
2025 Q3	$822K	Buy	+9,200	New	+$805K	﹤0.01%	4187
2024 Q4	–	Sell	-23,000	Closed	-$2.26M	–	5431
2024 Q3	$2.26M	Buy	+23,000	New	+$2.22M	﹤0.01%	2610
2024 Q2	–	Sell	-50	Closed	-$473K	–	5140
2024 Q1	$473K	Sell	50 -10,550	-100%	-$998K	﹤0.01%	3829
2023 Q4	$1.05M	Buy	+10,600	New	+$958K	﹤0.01%	3007

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

LPL Financial's TLT Position: Q2 2026 in Review

LPL Financial increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 10% in Q2 2026, buying an estimated $45.4M and bringing the position to 5,730,964 shares worth $495M. The position accounts for 0.11% of the portfolio, ranked #193.

LPL Financial first reported a position in TLT in Q2 2013 and has held it in 53 quarters since. The position peaked at $567M in Q3 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

LPL Financial held 5,730,964 shares of iShares 20+ Year Treasury Bond ETF worth $495M as of Q2 2026.
LPL Financial bought 529,105 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $45.4M.
iShares 20+ Year Treasury Bond ETF made up 0.11% of LPL Financial's portfolio in Q2 2026, its #193 holding.
LPL Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 53 quarters since.
LPL Financial's iShares 20+ Year Treasury Bond ETF position peaked at $567M in Q3 2024.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.