Midwest Financial Group
TLT icon

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
Q3 		$2.54M Buy
32,633
+1,410
+5% +$116K 0.86% 33
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 		$1.1M 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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Midwest Financial Group's TLT Position: Q3 2026 in Review

Midwest Financial Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.5% in Q3 2026, buying an estimated $116K and bringing the position to 32,633 shares worth $2.54M. The position accounts for 0.86% of the portfolio, ranked #33.

Midwest Financial Group first reported a position in TLT in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.23M in Q3 2024. 568 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Midwest Financial Group held 32,633 shares of iShares 20+ Year Treasury Bond ETF worth $2.54M as of Q3 2026.
  • Midwest Financial Group bought 1,410 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $116K.
  • iShares 20+ Year Treasury Bond ETF made up 0.86% of Midwest Financial Group's portfolio in Q3 2026, its #33 holding.
  • Midwest Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Midwest Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $3.23M in Q3 2024.
  • 568 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.