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

StoneX 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 		$324K Sell
3,751
-6,321
-63% -$543K 0.01% 779
2026
Q1 		$872K Sell
10,072
-375
-4% -$33K 0.05% 290
2025
Q4 		$911K Buy
10,447
+6,856
+191% +$613K 0.04% 377
2025
Q3 		$321K Sell
3,591
-3,967
-52% -$347K 0.01% 669
2025
Q2 		$667K Buy
7,558
+3,770
+100% +$329K 0.03% 426
2025
Q1 		$345K Buy
3,788
+628
+20% +$55.9K 0.02% 580
2024
Q4 		$276K Sell
3,160
-1,036
-25% -$95.4K 0.02% 634
2024
Q3 		$412K Buy
4,196
+1,878
+81% +$181K 0.18% 157
2024
Q2 		$213K Buy
+2,318
New +$211K 0.1% 289
2024
Q1 		– Sell
-3,258
Closed -$322K – 444
2023
Q4 		$322K Buy
+3,258
New +$294K 0.17% 169
2022
Q2 		– Sell
-11,773
Closed -$1.55M – 727
2022
Q1 		$1.55M Buy
+11,773
New +$1.62M 0.15% 124
2021
Q1 		– Sell
-2,396
Closed -$378K – 438
2020
Q4 		$378K Sell
2,396
-840
-26% -$133K 0.08% 231
2020
Q3 		$528K Sell
3,236
-75
-2% -$12.4K 0.17% 139
2020
Q2 		$543K Buy
3,311
+1,945
+142% +$320K 0.21% 128
2020
Q1 		$225K Buy
+1,366
New +$204K 0.12% 215
2019
Q1 		– Sell
-2,487
Closed -$302K – 234
2018
Q4 		$302K Buy
+2,487
New +$288K 0.29% 133

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

StoneX Group's TLT Position: Q2 2026 in Review

StoneX Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 63% in Q2 2026, selling an estimated $543K and leaving 3,751 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #779.

StoneX Group first reported a position in TLT in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.55M in Q1 2022. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • StoneX Group held 3,751 shares of iShares 20+ Year Treasury Bond ETF worth $324K as of Q2 2026.
  • StoneX Group sold 6,321 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $543K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of StoneX Group's portfolio in Q2 2026, its #779 holding.
  • StoneX Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and has held it in 16 quarters since.
  • StoneX Group's iShares 20+ Year Treasury Bond ETF position peaked at $1.55M in Q1 2022.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.