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Stonebridge Financial Group (Pennsylvania)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$216K Buy
+2,500
New +$215K 0.02% 260
2026
Q1 		– Sell
-3,579
Closed -$312K – 276
2025
Q4 		$312K Sell
3,579
-1,052
-23% -$94.1K 0.03% 202
2025
Q3 		$414K Sell
4,631
-2,053
-31% -$180K 0.04% 173
2025
Q2 		$590K Buy
6,684
+660
+11% +$57.5K 0.06% 139
2025
Q1 		$548K Sell
6,024
-35
-0.6% -$3.12K 0.06% 140
2024
Q4 		$529K Buy
+6,059
New +$558K 0.06% 149

Other funds holding TLT

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s TLT Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 2,500 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #260 among its holdings. This is a return to the name: Stonebridge Financial Group (Pennsylvania) previously reported a position in TLT as recently as Q4 2025.

Stonebridge Financial Group (Pennsylvania) first reported a position in TLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $590K in Q2 2025. 865 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 2,500 shares of iShares 20+ Year Treasury Bond ETF worth $216K as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Stonebridge Financial Group (Pennsylvania) position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #260 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s iShares 20+ Year Treasury Bond ETF position peaked at $590K in Q2 2025.
  • 865 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.