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

Midwest 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	$2.7M	Sell	31,223 -1,850	-6%	-$159K	0.95%	30
2026 Q1	$2.87M	Buy	33,073 +780	+2%	+$68.6K	1.22%	24
2025 Q4	$2.81M	Buy	32,293 +690	+2%	+$61.7K	1.24%	21
2025 Q3	$2.82M	Buy	31,603 +155	+0.5%	+$13.6K	1.35%	21
2025 Q2	$2.78M	Buy	31,448 +358	+1%	+$31.2K	1.46%	20
2025 Q1	$2.83M	Sell	31,090 -3,536	-10%	-$315K	1.64%	18
2024 Q4	$3.02M	Buy	34,626 +1,735	+5%	+$160K	1.74%	17
2024 Q3	$3.23M	Buy	32,891 +8,660	+36%	+$835K	1.9%	16
2024 Q2	$2.22M	Buy	24,231 +2,920	+14%	+$266K	1.42%	19
2024 Q1	$2.02M	Buy	21,311 +2,513	+13%	+$238K	1.35%	20
2023 Q4	$1.86M	Buy	18,798 +6,456	+52%	+$583K	1.39%	19
2023 Q3	$1.09M	Buy	+12,342	New	+$1.19M	0.93%	28
2023 Q2	–	Sell	-20,678	Closed	-$2.2M	–	102
2023 Q1	$2.2M	Buy	+20,678	New	+$2.16M	2.03%	14

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

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

Midwest Financial Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.6% in Q2 2026, selling an estimated $159K and leaving 31,223 shares worth $2.7M. The position accounts for 0.95% of the portfolio, ranked #30.

Midwest Financial Group first reported a position in TLT in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.23M in Q3 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Midwest Financial Group held 31,223 shares of iShares 20+ Year Treasury Bond ETF worth $2.7M as of Q2 2026.
Midwest Financial Group sold 1,850 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $159K.
iShares 20+ Year Treasury Bond ETF made up 0.95% of Midwest Financial Group's portfolio in Q2 2026, its #30 holding.
Midwest Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Midwest Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $3.23M in Q3 2024.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.