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

Security 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	$1.49M	Buy	17,220 +7,694	+81%	+$661K	0.21%	81
2026 Q1	$826K	Sell	9,526 -4,625	-33%	-$407K	0.13%	98
2025 Q4	$1.23M	Buy	14,151 +5,387	+61%	+$482K	0.19%	78
2025 Q3	$783K	Sell	8,764 -207	-2%	-$18.1K	0.13%	88
2025 Q2	$792K	Buy	8,971 +1,274	+17%	+$111K	0.14%	83
2025 Q1	$701K	Sell	7,697 -16,985	-69%	-$1.51M	0.14%	85
2024 Q4	$2.16M	Buy	24,682 +652	+3%	+$60K	0.44%	46
2024 Q3	$2.36M	Sell	24,030 -304	-1%	-$29.3K	0.48%	42
2024 Q2	$2.23M	Sell	24,334 -1,312	-5%	-$120K	0.49%	40
2024 Q1	$2.43M	Sell	25,646 -3,170	-11%	-$300K	0.55%	40
2023 Q4	$2.85M	Buy	28,816 +5,199	+22%	+$470K	0.7%	36
2023 Q3	$2.09M	Buy	23,617 +18,003	+321%	+$1.73M	0.59%	38
2023 Q2	$578K	Sell	5,614 -2,825	-33%	-$293K	0.16%	83
2023 Q1	$898K	Buy	8,439 +2,382	+39%	+$249K	0.27%	69
2022 Q4	$603K	Sell	6,057 -240	-4%	-$24.2K	0.19%	84
2022 Q3	$645K	Buy	6,297 +160	+3%	+$18K	0.22%	78
2022 Q2	$705K	Buy	6,137 +1,475	+32%	+$174K	0.22%	75
2022 Q1	$616K	Buy	4,662 +2,083	+81%	+$287K	0.2%	75
2021 Q4	$382K	Buy	+2,579	New	+$380K	0.13%	97

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

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

Security Financial Services increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 81% in Q2 2026, buying an estimated $661K and bringing the position to 17,220 shares worth $1.49M. The position accounts for 0.21% of the portfolio, ranked #81.

Security Financial Services first reported a position in TLT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.85M in Q4 2023. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Security Financial Services held 17,220 shares of iShares 20+ Year Treasury Bond ETF worth $1.49M as of Q2 2026.
Security Financial Services bought 7,694 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $661K.
iShares 20+ Year Treasury Bond ETF made up 0.21% of Security Financial Services's portfolio in Q2 2026, its #81 holding.
Security Financial Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
Security Financial Services's iShares 20+ Year Treasury Bond ETF position peaked at $2.85M in Q4 2023.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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