Stifel Financial’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
Q1 | $200M | Buy |
2,301,407
+884,808
| +62% | +$77.8M | 0.18% | 133 |
|
|
2025
Q4 | $123M | Sell |
1,416,599
-191,303
| -12% | -$17.1M | 0.11% | 192 |
|
|
2025
Q3 | $144M | Sell |
1,607,902
-160,173
| -9% | -$14M | 0.13% | 166 |
|
|
2025
Q2 | $156M | Buy |
1,768,075
+149,018
| +9% | +$13M | 0.15% | 149 |
|
|
2025
Q1 | $147M | Sell |
1,619,057
-360,532
| -18% | -$32.1M | 0.16% | 147 |
|
|
2024
Q4 | $173M | Buy |
1,979,589
+294,769
| +17% | +$27.1M | 0.18% | 129 |
|
|
2024
Q3 | $165M | Buy |
1,684,820
+145,687
| +9% | +$14M | 0.17% | 135 |
|
|
2024
Q2 | $141M | Buy |
1,539,133
+44,003
| +3% | +$4.01M | 0.16% | 139 |
|
|
2024
Q1 | $141M | Sell |
1,495,130
-177,654
| -11% | -$16.8M | 0.16% | 143 |
|
|
2023
Q4 | $165M | Buy |
1,672,784
+362,234
| +28% | +$32.7M | 0.21% | 111 |
|
|
2023
Q3 | $116M | Buy |
1,310,550
+129,119
| +11% | +$12.4M | 0.16% | 138 |
|
|
2023
Q2 | $122M | Buy |
1,181,431
+266,316
| +29% | +$27.6M | 0.17% | 138 |
|
|
2023
Q1 | $97.3M | Sell |
915,115
-72,000
| -7% | -$7.53M | 0.14% | 159 |
|
|
2022
Q4 | $98.3M | Buy |
987,115
+47,609
| +5% | +$4.8M | 0.15% | 158 |
|
|
2022
Q3 | $96.3M | Buy |
939,506
+296,481
| +46% | +$33.4M | 0.16% | 144 |
|
|
2022
Q2 | $73.9M | Sell |
643,025
-61,507
| -9% | -$7.24M | 0.12% | 192 |
|
|
2022
Q1 | $93.1M | Sell |
704,532
-90,354
| -11% | -$12.5M | 0.13% | 178 |
|
|
2021
Q4 | $118M | Buy |
794,886
+612,377
| +336% | +$90.3M | 0.16% | 149 |
|
|
2021
Q3 | $26.3M | Sell |
182,509
-29,367
| -14% | -$4.36M | 0.04% | 396 |
|
|
2021
Q2 | $30.6M | Buy |
211,876
+75,323
| +55% | +$10.5M | 0.05% | 335 |
|
|
2021
Q1 | $18.5M | Sell |
136,553
-106,644
| -44% | -$15.5M | 0.03% | 451 |
|
|
2020
Q4 | $38.4M | Sell |
243,197
-22,597
| -9% | -$3.59M | 0.07% | 259 |
|
|
2020
Q3 | $43.4M | Sell |
265,794
-147,509
| -36% | -$24.5M | 0.09% | 215 |
|
|
2020
Q2 | $67.8M | Buy |
413,303
+12,648
| +3% | +$2.08M | 0.16% | 153 |
|
|
2020
Q1 | $65.4M | Sell |
400,655
-498,941
| -55% | -$74.4M | 0.18% | 132 |
|
|
2019
Q4 | $122M | Buy |
899,596
+312,032
| +53% | +$43.4M | 0.25% | 100 |
|
|
2019
Q3 | $83.8M | Buy |
587,564
+97,828
| +20% | +$13.6M | 0.21% | 124 |
|
|
2019
Q2 | $65M | Buy |
489,736
+158,653
| +48% | +$20.1M | 0.17% | 150 |
|
|
2019
Q1 | $42M | Sell |
331,083
-21,943
| -6% | -$2.67M | 0.12% | 200 |
|
|
2018
Q4 | $42.9M | Sell |
353,026
-111,677
| -24% | -$12.9M | 0.14% | 164 |
|
|
2018
Q3 | $54.5M | Sell |
464,703
-39,699
| -8% | -$4.77M | 0.16% | 150 |
|
|
2018
Q2 | $61.5M | Buy |
504,402
+51,002
| +11% | +$6.1M | 0.19% | 130 |
|
|
2018
Q1 | $55.4M | Buy |
453,400
+224,313
| +98% | +$27.1M | 0.17% | 143 |
|
|
2017
Q4 | $29.1M | Buy |
229,087
+56,075
| +32% | +$7.04M | 0.09% | 231 |
|
|
2017
Q3 | $21.1M | Sell |
173,012
-26,658
| -13% | -$3.35M | 0.07% | 272 |
|
|
2017
Q2 | $25.2M | Buy |
199,670
+28,494
| +17% | +$3.52M | 0.09% | 230 |
|
|
2017
Q1 | $20.7M | Sell |
171,176
-98,763
| -37% | -$11.9M | 0.08% | 256 |
|
|
2016
Q4 | $32.2M | Sell |
269,939
-75,958
| -22% | -$9.51M | 0.14% | 175 |
|
|
2016
Q3 | $47.7M | Buy |
345,897
+87,008
| +34% | +$12.1M | 0.21% | 111 |
|
|
2016
Q2 | $36M | Sell |
258,889
-74,882
| -22% | -$9.88M | 0.17% | 136 |
|
|
2016
Q1 | $43.6M | Buy |
333,771
+118,749
| +55% | +$15.2M | 0.23% | 102 |
|
|
2015
Q4 | $25.9M | Buy |
215,022
+52,849
| +33% | +$6.44M | 0.14% | 174 |
|
|
2015
Q3 | $20M | Sell |
162,173
-29,850
| -16% | -$3.62M | 0.11% | 204 |
|
|
2015
Q2 | $22.6M | Buy |
192,023
+44,491
| +30% | +$5.46M | 0.12% | 197 |
|
|
2015
Q1 | $19.3M | Buy |
147,532
+11,592
| +9% | +$1.51M | 0.11% | 235 |
|
|
2014
Q4 | $17.1M | Buy |
135,940
+121
| +0.1% | +$14.7K | 0.1% | 271 |
|
|
2014
Q3 | $15.8M | Sell |
135,819
-28,127
| -17% | -$3.24M | 0.14% | 183 |
|
|
2014
Q2 | $18.6M | Buy |
163,946
+10,312
| +7% | +$1.15M | 0.17% | 154 |
|
|
2014
Q1 | $16.8M | Buy |
+153,634
| New | +$16.4M | 0.16% | 161 |
|
Other funds holding TLT
Stifel Financial's TLT Position: Q1 2026 in Review
Stifel Financial increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 62% in Q1 2026, buying an estimated $77.8M and bringing the position to 2,301,407 shares worth $200M. The position accounts for 0.18% of the portfolio, ranked #133.
Stifel Financial first reported a position in TLT in Q1 2014 and has held it in 49 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.
- Stifel Financial held 2,301,407 shares of iShares 20+ Year Treasury Bond ETF worth $200M as of Q1 2026.
- Stifel Financial bought 884,808 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $77.8M.
- iShares 20+ Year Treasury Bond ETF made up 0.18% of Stifel Financial's portfolio in Q1 2026, its #133 holding.
- Stifel Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2014 and has held it in 49 quarters since.
- 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.