Mather Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Mather 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 Q3	$270K	Sell	3,468 -633	-15%	-$52.2K	﹤0.01%	712
2026 Q2	$354K	Sell	4,101 -686	-14%	-$58.9K	﹤0.01%	622
2026 Q1	$415K	Buy	4,787 +780	+19%	+$68.6K	﹤0.01%	540
2025 Q4	$349K	Buy	4,007 +469	+13%	+$41.9K	﹤0.01%	484
2025 Q3	$316K	Buy	3,538 +115	+3%	+$10.1K	﹤0.01%	503
2025 Q2	$302K	Hold	3,423	–	–	﹤0.01%	493
2025 Q1	$312K	Sell	3,423 -477	-12%	-$42.5K	﹤0.01%	478
2024 Q4	$341K	Buy	+3,900	New	+$359K	﹤0.01%	442
2024 Q3	–	Sell	-234	Closed	-$22.1K	–	2172
2024 Q2	$22.1K	Buy	234 +213	+1,014%	+$19.4K	﹤0.01%	1245
2024 Q1	$2.08K	Buy	+21	New	+$1.99K	﹤0.01%	1535
2020 Q2	–	Sell	-8,769	Closed	-$1.45M	–	222
2020 Q1	$1.45M	Buy	8,769 +1,720	+24%	+$256K	0.1%	57
2019 Q4	$955K	Buy	+7,049	New	+$981K	0.06%	66

Other funds holding TLT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.36% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Mather Group's TLT Position: Q3 2026 in Review

Mather Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 15% in Q3 2026, selling an estimated $52.2K and leaving 3,468 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Mather Group first reported a position in TLT in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.45M in Q1 2020. 235 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Mather Group held 3,468 shares of iShares 20+ Year Treasury Bond ETF worth $270K as of Q3 2026.
Mather Group sold 633 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $52.2K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #712 holding.
Mather Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 12 quarters since.
Mather Group's iShares 20+ Year Treasury Bond ETF position peaked at $1.45M in Q1 2020.
235 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.