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

SBI 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 Q2	$24.3M	Sell	280,889 -14,173	-5%	-$1.22M	0.55%	36
2026 Q1	$25.6M	Sell	295,062 -14,075	-5%	-$1.24M	0.7%	26
2025 Q4	$26.9M	Sell	309,137 -1,291	-0.4%	-$115K	0.69%	27
2025 Q3	$27.7M	Buy	310,428 +42,245	+16%	+$3.69M	0.71%	25
2025 Q2	$23.7M	Sell	268,183 -9,785	-4%	-$853K	0.68%	27
2025 Q1	$25.3M	Buy	277,968 +9,029	+3%	+$804K	0.84%	22
2024 Q4	$23.5M	Buy	+268,939	New	+$24.8M	0.72%	24

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

SBI Securities's TLT Position: Q2 2026 in Review

SBI Securities reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.8% in Q2 2026, selling an estimated $1.22M and leaving 280,889 shares worth $24.3M. The position accounts for 0.55% of the portfolio, ranked #36.

SBI Securities first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.7M in Q3 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

SBI Securities held 280,889 shares of iShares 20+ Year Treasury Bond ETF worth $24.3M as of Q2 2026.
SBI Securities sold 14,173 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.22M.
iShares 20+ Year Treasury Bond ETF made up 0.55% of SBI Securities's portfolio in Q2 2026, its #36 holding.
SBI Securities first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
SBI Securities's iShares 20+ Year Treasury Bond ETF position peaked at $27.7M in Q3 2025.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.