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

Merit 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 		$25M Buy
289,543
+144,965
+100% +$12.4M 0.15% 119
2026
Q1 		$12.5M Buy
144,578
+136,045
+1,594% +$12M 0.09% 196
2025
Q4 		$744K Sell
8,533
-2,558
-23% -$229K 0.01% 1077
2025
Q3 		$991K Sell
11,091
-2,956
-21% -$259K 0.01% 872
2025
Q2 		$1.24M Sell
14,047
-5,476
-28% -$477K 0.01% 692
2025
Q1 		$1.78M Sell
19,523
-24,291
-55% -$2.16M 0.03% 466
2024
Q4 		$3.83M Buy
43,814
+22,048
+101% +$2.03M 0.07% 228
2024
Q3 		$2.14M Sell
21,766
-19,669
-47% -$1.9M 0.05% 266
2024
Q2 		$3.8M Buy
41,435
+216
+0.5% +$19.7K 0.08% 183
2024
Q1 		$3.7M Sell
41,219
-1,989
-5% -$188K 0.09% 175
2023
Q4 		$4.27M Sell
43,208
-1,328
-3% -$120K 0.13% 111
2023
Q3 		$3.95M Buy
44,536
+33,415
+300% +$3.21M 0.13% 128
2023
Q2 		$1.14M Buy
11,121
+7,538
+210% +$782K 0.04% 311
2023
Q1 		$381K Sell
3,583
-825
-19% -$86.3K 0.01% 457
2022
Q4 		$439K Sell
4,408
-16,675
-79% -$1.68M 0.02% 455
2022
Q3 		$2.16M Buy
21,083
+2,403
+13% +$271K 0.09% 150
2022
Q2 		$2.15M Buy
+18,680
New +$2.2M 0.07% 178
2019
Q1 		– Sell
-2,507
Closed -$304K – 128
2018
Q4 		$304K Buy
+2,507
New +$290K 0.05% 85

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

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

Merit Financial Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 100% in Q2 2026, buying an estimated $12.4M and bringing the position to 289,543 shares worth $25M. The position accounts for 0.15% of the portfolio, ranked #119.

Merit Financial Group first reported a position in TLT in Q4 2018 and has held it in 18 quarters since. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Merit Financial Group held 289,543 shares of iShares 20+ Year Treasury Bond ETF worth $25M as of Q2 2026.
  • Merit Financial Group bought 144,965 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $12.4M.
  • iShares 20+ Year Treasury Bond ETF made up 0.15% of Merit Financial Group's portfolio in Q2 2026, its #119 holding.
  • Merit Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and has held it in 18 quarters since.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.