Principal Financial Group
TLT icon

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

Principal 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 		$9.84M Buy
113,854
+12,920
+13% +$1.11M ﹤0.01% 1415
2026
Q1 		$8.75M Sell
100,934
-3,337
-3% -$293K ﹤0.01% 1399
2025
Q4 		$9.09M Buy
104,271
+18,747
+22% +$1.68M ﹤0.01% 1361
2025
Q3 		$7.64M Sell
85,524
-6,392
-7% -$559K ﹤0.01% 1423
2025
Q2 		$8.11M Sell
91,916
-67,681
-42% -$5.9M ﹤0.01% 1360
2025
Q1 		$14.5M Sell
159,597
-5,270
-3% -$469K 0.01% 1041
2024
Q4 		$14.4M Buy
164,867
+76,594
+87% +$7.05M 0.01% 1074
2024
Q3 		$8.66M Buy
88,273
+27,586
+45% +$2.66M ﹤0.01% 1355
2024
Q2 		$5.57M Buy
60,687
+13,451
+28% +$1.23M ﹤0.01% 1520
2024
Q1 		$4.47M Buy
47,236
+7,084
+18% +$670K ﹤0.01% 1604
2023
Q4 		$3.97M Sell
40,152
-15,463
-28% -$1.4M ﹤0.01% 1637
2023
Q3 		$4.93M Buy
55,615
+25,645
+86% +$2.46M ﹤0.01% 1542
2023
Q2 		$3.09M Buy
29,970
+14,073
+89% +$1.46M ﹤0.01% 1682
2023
Q1 		$1.69M Buy
+15,897
New +$1.66M ﹤0.01% 1788
2021
Q4 		– Sell
-1,750
Closed -$253K – 2632
2021
Q3 		$253K Sell
1,750
-5,961
-77% -$885K ﹤0.01% 2361
2021
Q2 		$1.11M Buy
7,711
+1,548
+25% +$216K ﹤0.01% 2014
2021
Q1 		$835K Sell
6,163
-480
-7% -$69.6K ﹤0.01% 2031
2020
Q4 		$1.05M Sell
6,643
-1,063
-14% -$169K ﹤0.01% 1937
2020
Q3 		$1.26M Buy
7,706
+2,027
+36% +$336K ﹤0.01% 1823
2020
Q2 		$931K Buy
5,679
+1,876
+49% +$309K ﹤0.01% 1849
2020
Q1 		$627K Sell
3,803
-701
-16% -$104K ﹤0.01% 1821
2019
Q4 		$610K Sell
4,504
-555
-11% -$77.3K ﹤0.01% 1910
2019
Q3 		$724K Sell
5,059
-307
-6% -$42.7K ﹤0.01% 1876
2019
Q2 		$713K Buy
5,366
+703
+15% +$89.3K ﹤0.01% 1894
2019
Q1 		$590K Buy
4,663
+956
+26% +$116K ﹤0.01% 1902
2018
Q4 		$450K Buy
+3,707
New +$429K ﹤0.01% 1939

Other funds holding TLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Principal Financial Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 13% in Q2 2026, buying an estimated $1.11M and bringing the position to 113,854 shares worth $9.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Principal Financial Group first reported a position in TLT in Q4 2018 and has held it in 26 quarters since. The position peaked at $14.5M in Q1 2025. 684 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Principal Financial Group held 113,854 shares of iShares 20+ Year Treasury Bond ETF worth $9.84M as of Q2 2026.
  • Principal Financial Group bought 12,920 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.11M.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1415 holding.
  • Principal Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and has held it in 26 quarters since.
  • Principal Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $14.5M in Q1 2025.
  • 684 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.