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

New Harbor 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
2024
Q1 		– Sell
-240,400
Closed -$23.8M – 57
2023
Q4 		$23.8M Sell
240,400
-34,600
-13% -$3.13M 8.67% 4
2023
Q3 		$24.4M Buy
275,000
+32,700
+13% +$3.14M 8.07% 5
2023
Q2 		$24.9M Buy
+242,300
New +$25.1M 6.59% 6

Other funds holding TLT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

New Harbor Financial Group's TLT Position: Q2 2026 in Review

New Harbor Financial Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 12% in Q2 2026, buying an estimated $5.11M and bringing the position to 541,075 shares worth $46.8M. The position accounts for 7.39% of the portfolio, ranked #1.

New Harbor Financial Group first reported a position in TLT in Q1 2021 and has held it in 20 quarters since. The position peaked at $58.9M in Q2 2023. 268 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • New Harbor Financial Group held 541,075 shares of iShares 20+ Year Treasury Bond ETF worth $46.8M as of Q2 2026.
  • New Harbor Financial Group bought 59,482 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $5.11M.
  • iShares 20+ Year Treasury Bond ETF made up 7.39% of New Harbor Financial Group's portfolio in Q2 2026, its #1 holding.
  • New Harbor Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • New Harbor Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $58.9M in Q2 2023.
  • 268 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on New Harbor Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.