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

Park Square 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	–	Sell	-154	Closed	-$13.3K	–	257
2026 Q1	$13.3K	Buy	154 +102	+196%	+$8.97K	0.1%	64
2025 Q4	$4.54K	Sell	52 -296	-85%	-$26.5K	0.03%	194
2025 Q3	$31.1K	Sell	348 -539	-61%	-$47.1K	0.13%	57
2025 Q2	$78.3K	Sell	887 -880	-50%	-$76.7K	0.06%	234
2025 Q1	$161K	Buy	1,767 +661	+60%	+$58.8K	0.13%	110
2024 Q4	$96.6K	Buy	+1,106	New	+$102K	0.07%	187

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

Park Square Financial Group's TLT Position: Q2 2026 in Review

Park Square Financial Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 154 shares — an estimated $13.3K sold.

Park Square Financial Group first reported a position in TLT in Q4 2024 and held it in 6 quarters. The position peaked at $161K in Q1 2025. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Park Square Financial Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Park Square Financial Group sold 154 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $13.3K.
Park Square Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and held it in 6 quarters.
Park Square Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $161K in Q1 2025.
1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.