Marshall Financial Group (Maryland)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Marshall Financial Group (Maryland)’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	–	Sell	-2,469	Closed	-$214K	–	336
2026 Q1	$214K	Sell	2,469 -20	-0.8%	-$1.76K	0.03%	282
2025 Q4	$217K	Buy	2,489 +228	+10%	+$20.4K	0.04%	273
2025 Q3	$202K	Sell	2,261 -184	-8%	-$16.1K	0.04%	252
2025 Q2	$211K	Sell	2,445 -144	-6%	-$12.6K	0.04%	243
2025 Q1	$236K	Sell	2,589 -2,199	-46%	-$196K	0.05%	214
2024 Q4	$418K	Buy	4,788 +318	+7%	+$29.3K	0.1%	157
2024 Q3	$438K	Sell	4,470 -1,037	-19%	-$100K	0.1%	159
2024 Q2	$505K	Sell	5,507 -1,653	-23%	-$151K	0.14%	128
2024 Q1	$678K	Buy	7,160 +213	+3%	+$20.1K	0.19%	118
2023 Q4	$687K	Buy	+6,947	New	+$628K	0.22%	117

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

Marshall Financial Group (Maryland)'s TLT Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 2,469 shares — an estimated $214K sold.

Marshall Financial Group (Maryland) first reported a position in TLT in Q4 2023 and held it in 10 quarters. The position peaked at $687K in Q4 2023. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Marshall Financial Group (Maryland) reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 2,469 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $214K.
Marshall Financial Group (Maryland) first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 10 quarters.
Marshall Financial Group (Maryland)'s iShares 20+ Year Treasury Bond ETF position peaked at $687K in Q4 2023.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.