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

Newbridge Financial Services 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 		$72.5K Sell
839
-2,672
-76% -$229K 0.01% 399
2026
Q1 		$304K Buy
3,511
+425
+14% +$37.4K 0.05% 177
2025
Q4 		$269K Buy
3,086
+518
+20% +$46.3K 0.04% 198
2025
Q3 		$230K Sell
2,568
-3,099
-55% -$271K 0.03% 272
2025
Q2 		$500K Buy
5,667
+3,537
+166% +$308K 0.08% 182
2025
Q1 		$194K Sell
2,130
-1,999
-48% -$178K 0.05% 199
2024
Q4 		$361K Buy
+4,129
New +$380K 0.09% 148
2024
Q3 		– Sell
-6,376
Closed -$585K – 1066
2024
Q2 		$585K Sell
6,376
-3,298
-34% -$301K 0.22% 88
2024
Q1 		$915K Buy
9,674
+2,117
+28% +$200K 0.4% 54
2023
Q4 		$747K Buy
7,557
+6,122
+427% +$553K 0.37% 57
2023
Q3 		$127K Sell
1,435
-2,107
-59% -$203K 0.06% 251
2023
Q2 		$365K Sell
3,542
-29
-0.8% -$3.01K 0.18% 112
2023
Q1 		$380K Buy
3,571
+3,177
+806% +$332K 0.2% 104
2022
Q4 		$39.3K Sell
394
-975
-71% -$98.2K 0.02% 520
2022
Q3 		$140K Buy
1,369
+1,037
+312% +$117K 0.08% 240
2022
Q2 		$38K Sell
332
-345
-51% -$40.6K 0.02% 473
2022
Q1 		$89K Buy
677
+45
+7% +$6.21K 0.04% 332
2021
Q4 		$94K Sell
632
-140
-18% -$20.6K 0.04% 326
2021
Q3 		$111K Sell
772
-246
-24% -$36.5K 0.07% 255
2021
Q2 		$147K Buy
1,018
+177
+21% +$24.7K 0.09% 218
2021
Q1 		$114K Buy
841
+711
+547% +$103K 0.08% 234
2020
Q4 		$21K Buy
130
+21
+19% +$3.33K 0.02% 533
2020
Q3 		$18K Buy
+109
New +$18.1K 0.02% 536

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

Newbridge Financial Services Group's TLT Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 76% in Q2 2026, selling an estimated $229K and leaving 839 shares worth $72.5K. The position accounts for 0.01% of the portfolio, ranked #399.

Newbridge Financial Services Group first reported a position in TLT in Q3 2020 and has held it in 23 quarters since. The position peaked at $915K in Q1 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Newbridge Financial Services Group held 839 shares of iShares 20+ Year Treasury Bond ETF worth $72.5K as of Q2 2026.
  • Newbridge Financial Services Group sold 2,672 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $229K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #399 holding.
  • Newbridge Financial Services Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's iShares 20+ Year Treasury Bond ETF position peaked at $915K in Q1 2024.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.