Sowell Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.36M | Sell |
73,594
-1,136
| -2% | -$97.5K | 0.21% | 108 |
|
|
2026
Q1 | $6.48M | Sell |
74,730
-2,063
| -3% | -$181K | 0.24% | 90 |
|
|
2025
Q4 | $6.69M | Buy |
76,793
+5,317
| +7% | +$475K | 0.25% | 84 |
|
|
2025
Q3 | $6.39M | Sell |
71,476
-2,973
| -4% | -$260K | 0.25% | 83 |
|
|
2025
Q2 | $6.57M | Buy |
74,449
+23,434
| +46% | +$2.04M | 0.27% | 75 |
|
|
2025
Q1 | $4.64M | Sell |
51,015
-1,901
| -4% | -$169K | 0.21% | 103 |
|
|
2024
Q4 | $4.62M | Sell |
52,916
-79,485
| -60% | -$7.32M | 0.24% | 98 |
|
|
2024
Q3 | $13M | Sell |
132,401
-26,066
| -16% | -$2.51M | 0.6% | 29 |
|
|
2024
Q2 | $14.5M | Buy |
158,467
+17,095
| +12% | +$1.56M | 0.69% | 28 |
|
|
2024
Q1 | $13.4M | Buy |
141,372
+18,187
| +15% | +$1.72M | 0.63% | 28 |
|
|
2023
Q4 | $12.2M | Buy |
123,185
+96,853
| +368% | +$8.75M | 0.66% | 28 |
|
|
2023
Q3 | $2.33M | Sell |
26,332
-3,657
| -12% | -$352K | 0.15% | 161 |
|
|
2023
Q2 | $3.09M | Buy |
29,989
+15,776
| +111% | +$1.64M | 0.17% | 140 |
|
|
2023
Q1 | $1.51M | Sell |
14,213
-6,003
| -30% | -$628K | 0.12% | 210 |
|
|
2022
Q4 | $2.01M | Buy |
20,216
+243
| +1% | +$24.5K | 0.13% | 186 |
|
|
2022
Q3 | $2.05M | Buy |
+19,973
| New | +$2.25M | 0.21% | 134 |
|
|
2021
Q2 | – | Sell |
-28,386
| Closed | -$3.97M | – | 2506 |
|
|
2021
Q1 | $3.97M | Buy |
28,386
+11,390
| +67% | +$1.65M | 0.14% | 142 |
|
|
2020
Q4 | $2.68M | Sell |
16,996
-3,801
| -18% | -$604K | 0.11% | 160 |
|
|
2020
Q3 | $3.4M | Buy |
20,797
+7,205
| +53% | +$1.19M | 0.17% | 117 |
|
|
2020
Q2 | $2.23M | Sell |
13,592
-25,883
| -66% | -$4.26M | 0.12% | 157 |
|
|
2020
Q1 | $2.34M | Buy |
39,475
+26,744
| +210% | +$3.99M | 0.17% | 130 |
|
|
2019
Q4 | $1.73M | Sell |
12,731
-49,028
| -79% | -$6.82M | 0.13% | 171 |
|
|
2019
Q3 | $8.84M | Buy |
+61,759
| New | +$8.58M | 0.73% | 28 |
|
|
2019
Q1 | $1.55M | Sell |
12,238
-3,807
| -24% | -$463K | 0.17% | 131 |
|
|
2018
Q4 | $1.95M | Buy |
+16,045
| New | +$1.86M | 0.28% | 80 |
|
|
2018
Q3 | – | Sell |
-45,204
| Closed | -$5.44M | – | 444 |
|
|
2018
Q2 | $5.44M | Buy |
45,204
+9,751
| +28% | +$1.17M | 1.16% | 21 |
|
|
2018
Q1 | $4.19M | Buy |
35,453
+10,016
| +39% | +$1.21M | 1.05% | 24 |
|
|
2017
Q4 | $3.15M | Buy |
25,437
+14,647
| +136% | +$1.84M | 0.77% | 38 |
|
|
2017
Q3 | $1.35M | Buy |
10,790
+294
| +3% | +$36.9K | 0.35% | 69 |
|
|
2017
Q2 | $1.31M | Sell |
10,496
-37
| -0.4% | -$4.57K | 0.37% | 65 |
|
|
2017
Q1 | $1.3M | Buy |
10,533
+2,885
| +38% | +$346K | 0.38% | 67 |
|
|
2016
Q4 | $910K | Buy |
+7,648
| New | +$958K | 0.3% | 81 |
|
Other funds holding TLT
Sowell Financial Services's TLT Position: Q2 2026 in Review
Sowell Financial Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.5% in Q2 2026, selling an estimated $97.5K and leaving 73,594 shares worth $6.36M. The position accounts for 0.21% of the portfolio, ranked #108.
Sowell Financial Services first reported a position in TLT in Q4 2016 and has held it in 32 quarters since. The position peaked at $14.5M in Q2 2024. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.
- Sowell Financial Services held 73,594 shares of iShares 20+ Year Treasury Bond ETF worth $6.36M as of Q2 2026.
- Sowell Financial Services sold 1,136 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $97.5K.
- iShares 20+ Year Treasury Bond ETF made up 0.21% of Sowell Financial Services's portfolio in Q2 2026, its #108 holding.
- Sowell Financial Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2016 and has held it in 32 quarters since.
- Sowell Financial Services's iShares 20+ Year Treasury Bond ETF position peaked at $14.5M in Q2 2024.
- 1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.