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

Principal Securities’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
Q1 		$655K Buy
7,557
+1,356
+22% +$119K 0.01% 874
2025
Q4 		$541K Sell
6,201
-7,566
-55% -$676K 0.01% 908
2025
Q3 		$1.23M Buy
13,767
+10,878
+377% +$951K 0.02% 602
2025
Q2 		$255K Sell
2,889
-128,067
-98% -$11.2M ﹤0.01% 1132
2025
Q1 		$11.4M Hold
130,956
– – 0.26% 76
2024
Q4 		$11.4M Buy
130,956
+56,527
+76% +$5.2M 0.26% 74
2024
Q3 		$7.3M Buy
74,429
+69,097
+1,296% +$6.66M 0.18% 109
2024
Q2 		$489K Buy
5,332
+603
+13% +$54.9K 0.01% 709
2024
Q1 		$447K Buy
4,729
+1,468
+45% +$139K 0.01% 710
2023
Q4 		$322K Buy
+3,261
New +$295K 0.01% 766

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities's TLT Position: Q1 2026 in Review

Principal Securities increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 22% in Q1 2026, buying an estimated $119K and bringing the position to 7,557 shares worth $655K. The position accounts for 0.01% of the portfolio, ranked #874.

Principal Securities first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.4M in Q1 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Principal Securities held 7,557 shares of iShares 20+ Year Treasury Bond ETF worth $655K as of Q1 2026.
  • Principal Securities bought 1,356 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $119K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #874 holding.
  • Principal Securities first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's iShares 20+ Year Treasury Bond ETF position peaked at $11.4M in Q1 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.