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

Strive 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 		$4.75K Hold
55
– – ﹤0.01% 546
2026
Q1 		$5K Buy
+55
New +$4.83K ﹤0.01% 524

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

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

Strive Financial Group held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 55 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Strive Financial Group first reported a position in TLT in Q1 2026 and has held it in 2 quarters since. The position peaked at $5K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Strive Financial Group held 55 shares of iShares 20+ Year Treasury Bond ETF worth $4.75K as of Q2 2026.
  • Strive Financial Group left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Strive Financial Group's portfolio in Q2 2026, its #546 holding.
  • Strive Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Strive Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $5K in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.