Security Benefit Life Insurance Company’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Security Benefit Life Insurance Company’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	$9.51M	Hold	110,000	–	–	5.24%	5
2026 Q1	$9.54M	Hold	110,000	–	–	5.01%	5
2025 Q4	$9.59M	Hold	110,000	–	–	3.96%	5
2025 Q3	$9.83M	Hold	110,000	–	–	3.96%	5
2025 Q2	$9.71M	Buy	110,000 +20,000	+22%	+$1.74M	4.58%	4
2025 Q1	$8.19M	Hold	90,000	–	–	3.07%	4
2024 Q4	$7.86M	Buy	90,000 +15,800	+21%	+$1.45M	2.56%	4
2024 Q3	$7.28M	Hold	74,200	–	–	3.68%	3
2024 Q2	$6.81M	Hold	74,200	–	–	2.22%	3
2024 Q1	$7.02M	Hold	74,200	–	–	2.16%	3
2023 Q4	$7.34M	Hold	74,200	–	–	1.47%	4
2023 Q3	$6.58M	Hold	74,200	–	–	1.08%	8
2023 Q2	$7.64M	Buy	+74,200	New	+$7.7M	0.87%	11

Other funds holding TLT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Security Benefit Life Insurance Company's TLT Position: Q2 2026 in Review

Security Benefit Life Insurance Company held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 110,000 shares worth $9.51M. The position accounts for 5.24% of the portfolio, ranked #5.

Security Benefit Life Insurance Company first reported a position in TLT in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.83M in Q3 2025. 295 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Security Benefit Life Insurance Company held 110,000 shares of iShares 20+ Year Treasury Bond ETF worth $9.51M as of Q2 2026.
Security Benefit Life Insurance Company left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 5.24% of Security Benefit Life Insurance Company's portfolio in Q2 2026, its #5 holding.
Security Benefit Life Insurance Company first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Security Benefit Life Insurance Company's iShares 20+ Year Treasury Bond ETF position peaked at $9.83M in Q3 2025.
295 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Security Benefit Life Insurance Company's 13F filing for Q2 2026, filed 21 Jul 2026.