LPL Financial
TLT icon

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
2022
Q4 		– Sell
-2,600
Closed -$266K – 4551
2022
Q3 		$266K Buy
+2,600
New +$293K ﹤0.01% 3702

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

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.