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

Omega 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	$790K	Sell	9,144 -254	-3%	-$21.8K	0.24%	53
2026 Q1	$815K	Sell	9,398 -1,398	-13%	-$123K	0.26%	53
2025 Q4	$941K	Sell	10,796 -1,011	-9%	-$90.4K	0.31%	51
2025 Q3	$1.06M	Sell	11,807 -117	-1%	-$10.2K	0.35%	49
2025 Q2	$1.05M	Sell	11,924 -7,913	-40%	-$690K	0.37%	46
2025 Q1	$1.81M	Buy	19,837 +103	+0.5%	+$9.17K	0.69%	36
2024 Q4	$1.72M	Buy	19,734 +527	+3%	+$48.5K	0.65%	36
2024 Q3	$1.88M	Buy	19,207 +2,502	+15%	+$241K	0.71%	35
2024 Q2	$1.53M	Sell	16,705 -163	-1%	-$14.9K	0.62%	40
2024 Q1	$1.6M	Buy	16,868 +3,067	+22%	+$290K	0.65%	39
2023 Q4	$1.36M	Buy	13,801 +7,876	+133%	+$712K	0.58%	42
2023 Q3	$526K	Buy	+5,925	New	+$570K	0.26%	60

Other funds holding TLT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

Omega Financial Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.7% in Q2 2026, selling an estimated $21.8K and leaving 9,144 shares worth $790K. The position accounts for 0.24% of the portfolio, ranked #53.

Omega Financial Group first reported a position in TLT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.88M in Q3 2024. 449 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Omega Financial Group held 9,144 shares of iShares 20+ Year Treasury Bond ETF worth $790K as of Q2 2026.
Omega Financial Group sold 254 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $21.8K.
iShares 20+ Year Treasury Bond ETF made up 0.24% of Omega Financial Group's portfolio in Q2 2026, its #53 holding.
Omega Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Omega Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $1.88M in Q3 2024.
449 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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