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Sovereign Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sovereign Financial Group’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 		$205K Buy
2,370
+48
+2% +$4.12K 0.03% 364
2026
Q1 		$201K Buy
2,322
+7
+0.3% +$615 0.04% 345
2025
Q4 		$202K Buy
2,315
+25
+1% +$2.23K 0.03% 334
2025
Q3 		$205K Sell
2,290
-75
-3% -$6.56K 0.04% 313
2025
Q2 		$209K Sell
2,365
-1,151
-33% -$100K 0.04% 295
2025
Q1 		$320K Sell
3,516
-1,920
-35% -$171K 0.07% 223
2024
Q4 		$475K Sell
5,436
-1,169
-18% -$108K 0.11% 169
2024
Q3 		$648K Buy
6,605
+174
+3% +$16.8K 0.15% 127
2024
Q2 		$590K Buy
6,431
+1,428
+29% +$130K 0.15% 131
2024
Q1 		$473K Sell
5,003
-508
-9% -$48K 0.13% 157
2023
Q4 		$545K Buy
5,511
+666
+14% +$60.2K 0.17% 122
2023
Q3 		$430K Buy
+4,845
New +$466K 0.15% 138

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

Sovereign Financial Group's TLT Position: Q2 2026 in Review

Sovereign Financial Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.1% in Q2 2026, buying an estimated $4.12K and bringing the position to 2,370 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #364.

Sovereign Financial Group first reported a position in TLT in Q3 2023 and has held it in 12 quarters since. The position peaked at $648K in Q3 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Sovereign Financial Group held 2,370 shares of iShares 20+ Year Treasury Bond ETF worth $205K as of Q2 2026.
  • Sovereign Financial Group bought 48 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $4.12K.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of Sovereign Financial Group's portfolio in Q2 2026, its #364 holding.
  • Sovereign Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Sovereign Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $648K in Q3 2024.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.