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PFG Investments’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

PFG Investments’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 		$2.09M Sell
24,173
-8,879
-27% -$762K 0.08% 214
2026
Q1 		$2.87M Buy
33,052
+3,458
+12% +$304K 0.13% 141
2025
Q4 		$2.58M Sell
29,594
-2,398
-7% -$214K 0.12% 152
2025
Q3 		$2.86M Buy
31,992
+13,432
+72% +$1.17M 0.15% 126
2025
Q2 		$1.64M Buy
18,560
+4,820
+35% +$420K 0.1% 201
2025
Q1 		$1.25M Buy
13,740
+3,497
+34% +$311K 0.08% 243
2024
Q4 		$895K Sell
10,243
-733
-7% -$67.5K 0.06% 323
2024
Q3 		$1.08M Buy
10,976
+1,794
+20% +$173K 0.07% 283
2024
Q2 		$843K Sell
9,182
-11,178
-55% -$1.02M 0.06% 303
2024
Q1 		$1.93M Buy
20,360
+4,120
+25% +$390K 0.12% 198
2023
Q4 		$1.61M Buy
16,240
+2,631
+19% +$238K 0.3% 71
2023
Q3 		$1.21M Buy
13,609
+7,514
+123% +$722K 0.23% 91
2023
Q2 		$627K Buy
6,095
+153
+3% +$15.9K 0.11% 202
2023
Q1 		$632K Buy
+5,942
New +$622K 0.13% 183

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

PFG Investments's TLT Position: Q2 2026 in Review

PFG Investments reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 27% in Q2 2026, selling an estimated $762K and leaving 24,173 shares worth $2.09M. The position accounts for 0.08% of the portfolio, ranked #214.

PFG Investments first reported a position in TLT in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.87M in Q1 2026. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • PFG Investments held 24,173 shares of iShares 20+ Year Treasury Bond ETF worth $2.09M as of Q2 2026.
  • PFG Investments sold 8,879 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $762K.
  • iShares 20+ Year Treasury Bond ETF made up 0.08% of PFG Investments's portfolio in Q2 2026, its #214 holding.
  • PFG Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's iShares 20+ Year Treasury Bond ETF position peaked at $2.87M in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.