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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
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

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

Mather Group's TLT Position: Q2 2026 in Review

Mather Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 14% in Q2 2026, selling an estimated $58.9K and leaving 4,101 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Mather Group first reported a position in TLT in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.45M in Q1 2020. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Mather Group held 4,101 shares of iShares 20+ Year Treasury Bond ETF worth $354K as of Q2 2026.
  • Mather Group sold 686 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $58.9K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #622 holding.
  • Mather Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 11 quarters since.
  • Mather Group's iShares 20+ Year Treasury Bond ETF position peaked at $1.45M in Q1 2020.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.