PFS
TLT icon

Prospera Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Prospera Financial Services’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 		$16.1M Buy
186,065
+28,651
+18% +$2.46M 0.23% 89
2026
Q1 		$13.6M Sell
157,414
-2,026
-1% -$178K 0.22% 101
2025
Q4 		$13.9M Buy
159,440
+3,197
+2% +$286K 0.23% 102
2025
Q3 		$14M Sell
156,243
-3,119
-2% -$273K 0.24% 92
2025
Q2 		$14.1M Sell
159,362
-12,914
-7% -$1.13M 0.26% 84
2025
Q1 		$15.7M Sell
172,276
-7,047
-4% -$627K 0.36% 63
2024
Q4 		$15.7M Sell
179,323
-60,274
-25% -$5.55M 0.36% 60
2024
Q3 		$23.5M Buy
239,597
+32,327
+16% +$3.12M 0.6% 30
2024
Q2 		$19M Buy
207,270
+29,458
+17% +$2.68M 0.53% 36
2024
Q1 		$16.8M Buy
177,812
+388
+0.2% +$36.7K 0.5% 33
2023
Q4 		$17.5M Sell
177,424
-775
-0.4% -$70K 0.58% 31
2023
Q3 		$15.8M Buy
178,199
+17,507
+11% +$1.68M 0.61% 29
2023
Q2 		$16.5M Buy
160,692
+71,549
+80% +$7.42M 0.63% 25
2023
Q1 		$9.48M Buy
89,143
+5,986
+7% +$626K 0.39% 45
2022
Q4 		$8.28M Buy
83,157
+64,773
+352% +$6.53M 0.41% 51
2022
Q3 		$1.88M Buy
18,384
+9,540
+108% +$1.07M 0.1% 238
2022
Q2 		$1.02M Buy
8,844
+7,567
+593% +$891K 0.05% 370
2022
Q1 		$169K Buy
+1,277
New +$176K 0.01% 932
2020
Q4 		– Sell
-922
Closed -$151K – 1488
2020
Q3 		$151K Sell
922
-614
-40% -$102K 0.06% 302
2020
Q2 		$252K Sell
1,536
-4,893
-76% -$806K 0.02% 489
2020
Q1 		$1.06M Buy
6,429
+4,185
+186% +$624K 0.11% 199
2019
Q4 		$304K Sell
2,244
-109
-5% -$15.2K 0.02% 481
2019
Q3 		$337K Sell
2,353
-3,546
-60% -$493K 0.03% 405
2019
Q2 		$781K Buy
5,899
+2,904
+97% +$369K 0.09% 204
2019
Q1 		$370K Sell
2,995
-1,854
-38% -$225K 0.12% 220
2018
Q4 		$592K Buy
+4,849
New +$561K 0.12% 172
2017
Q4 		– Sell
-3,728
Closed -$464K – 445
2017
Q3 		$464K Sell
3,728
-3,485
-48% -$438K 0.07% 252
2017
Q2 		$891K Buy
+7,213
New +$891K 0.14% 140
2016
Q4 		– Sell
-16,792
Closed -$2.31M – 413
2016
Q3 		$2.31M Buy
16,792
+4,788
+40% +$664K 0.46% 39
2016
Q2 		$1.67M Buy
12,004
+2,037
+20% +$269K 0.34% 56
2016
Q1 		$1.3M Buy
+9,967
New +$1.28M 0.29% 58
2015
Q2 		– Sell
-10,394
Closed -$1.36M – 335
2015
Q1 		$1.36M Sell
10,394
-344
-3% -$44.9K 0.3% 52
2014
Q4 		$1.35M Buy
10,738
+3,953
+58% +$479K 0.34% 50
2014
Q3 		$789K Buy
6,785
+4,775
+238% +$549K 0.21% 74
2014
Q2 		$228K Sell
2,010
-106
-5% -$11.8K 0.06% 238
2014
Q1 		$231K Buy
+2,116
New +$226K 0.07% 204

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

Prospera Financial Services's TLT Position: Q2 2026 in Review

Prospera Financial Services increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 18% in Q2 2026, buying an estimated $2.46M and bringing the position to 186,065 shares worth $16.1M. The position accounts for 0.23% of the portfolio, ranked #89.

Prospera Financial Services first reported a position in TLT in Q1 2014 and has held it in 36 quarters since. The position peaked at $23.5M in Q3 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Prospera Financial Services held 186,065 shares of iShares 20+ Year Treasury Bond ETF worth $16.1M as of Q2 2026.
  • Prospera Financial Services bought 28,651 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.46M.
  • iShares 20+ Year Treasury Bond ETF made up 0.23% of Prospera Financial Services's portfolio in Q2 2026, its #89 holding.
  • Prospera Financial Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2014 and has held it in 36 quarters since.
  • Prospera Financial Services's iShares 20+ Year Treasury Bond ETF position peaked at $23.5M in Q3 2024.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.