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 $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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.