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

Magnus 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 		$261K Buy
3,024
+173
+6% +$14.9K 0.02% 339
2026
Q1 		$247K Sell
2,851
-630
-18% -$55.4K 0.02% 325
2025
Q4 		$303K Buy
3,481
+572
+20% +$51.1K 0.02% 333
2025
Q3 		$260K Sell
2,909
-685
-19% -$59.9K 0.02% 352
2025
Q2 		$317K Sell
3,594
-596
-14% -$52K 0.03% 290
2025
Q1 		$381K Buy
4,190
+1,363
+48% +$121K 0.04% 257
2024
Q4 		$247K Sell
2,827
-6,019
-68% -$554K 0.02% 305
2024
Q3 		$868K Buy
8,846
+3,641
+70% +$351K 0.09% 163
2024
Q2 		$478K Buy
+5,205
New +$474K 0.05% 205
2023
Q4 		– Sell
-33,508
Closed -$2.97M – 297
2023
Q3 		$2.97M Sell
33,508
-41,531
-55% -$3.99M 0.43% 43
2023
Q2 		$7.72M Buy
75,039
+69,024
+1,148% +$7.16M 1.1% 24
2023
Q1 		$640K Buy
+6,015
New +$629K 0.1% 151

Other funds holding TLT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Magnus Financial Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 6.1% in Q2 2026, buying an estimated $14.9K and bringing the position to 3,024 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #339.

Magnus Financial Group first reported a position in TLT in Q1 2023 and has held it in 12 quarters since. The position peaked at $7.72M in Q2 2023. 295 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Magnus Financial Group held 3,024 shares of iShares 20+ Year Treasury Bond ETF worth $261K as of Q2 2026.
  • Magnus Financial Group bought 173 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $14.9K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #339 holding.
  • Magnus Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 12 quarters since.
  • Magnus Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $7.72M in Q2 2023.
  • 295 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.