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Sunbelt Securities’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sunbelt Securities’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
Q1 		$959K Sell
11,063
-2,000
-15% -$176K 0.06% 268
2025
Q4 		$1.14M Sell
13,063
-258
-2% -$23.1K 0.08% 210
2025
Q3 		$1.19M Buy
13,321
+800
+6% +$70K 0.08% 207
2025
Q2 		$1.09M Sell
12,521
-5,696
-31% -$497K 0.1% 190
2025
Q1 		$1.66M Buy
18,217
+5,696
+45% +$507K 0.15% 119
2024
Q4 		$1.1M Sell
12,521
-46,743
-79% -$4.3M 0.1% 189
2024
Q3 		$5.81M Buy
59,264
+9,412
+19% +$908K 0.57% 37
2024
Q2 		$4.58M Buy
49,852
+4,673
+10% +$426K 0.47% 47
2024
Q1 		$4.27M Buy
45,179
+17,197
+61% +$1.63M 0.48% 51
2023
Q4 		$2.77M Buy
27,982
+5,147
+23% +$465K 0.35% 62
2023
Q3 		$2.03M Buy
22,835
+530
+2% +$50.9K 0.28% 74
2023
Q2 		$2.3M Buy
22,305
+18,826
+541% +$1.95M 0.33% 61
2023
Q1 		$365K Sell
3,479
-356
-9% -$37.2K 0.06% 316
2022
Q4 		$382K Sell
3,835
-16,196
-81% -$1.63M 0.07% 296
2022
Q3 		$2.05M Buy
20,031
+3,118
+18% +$351K 0.43% 57
2022
Q2 		$1.94M Sell
16,913
-10,450
-38% -$1.23M 0.41% 57
2022
Q1 		$3.6M Buy
27,363
+12,903
+89% +$1.78M 0.66% 28
2021
Q4 		$2M Buy
14,460
+12,648
+698% +$1.86M 0.32% 75
2021
Q3 		$269K Hold
1,812
– – 0.05% 373
2021
Q2 		$269K Sell
1,812
-1,030
-36% -$144K 0.05% 372
2021
Q1 		$385K Buy
2,842
+59
+2% +$8.55K 0.08% 286
2020
Q4 		$439K Sell
2,783
-2,779
-50% -$441K 0.09% 248
2020
Q3 		$908K Buy
5,562
+4,134
+289% +$686K 0.25% 102
2020
Q2 		$234K Sell
1,428
-99
-6% -$16.3K 0.08% 257
2020
Q1 		$252K Sell
1,527
-7,392
-83% -$1.1M 0.01% 320
2019
Q4 		$1.21M Buy
8,919
+4,731
+113% +$659K 0.13% 171
2019
Q3 		$599K Buy
+4,188
New +$582K 0.07% 260
2019
Q2 		– Sell
-2,434
Closed -$308K – 268
2019
Q1 		$308K Buy
+2,434
New +$296K 0.15% 173

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sunbelt Securities's TLT Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 15% in Q1 2026, selling an estimated $176K and leaving 11,063 shares worth $959K. The position accounts for 0.06% of the portfolio, ranked #268.

Sunbelt Securities first reported a position in TLT in Q1 2019 and has held it in 28 quarters since. The position peaked at $5.81M in Q3 2024. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Sunbelt Securities held 11,063 shares of iShares 20+ Year Treasury Bond ETF worth $959K as of Q1 2026.
  • Sunbelt Securities sold 2,000 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $176K.
  • iShares 20+ Year Treasury Bond ETF made up 0.06% of Sunbelt Securities's portfolio in Q1 2026, its #268 holding.
  • Sunbelt Securities first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and has held it in 28 quarters since.
  • Sunbelt Securities's iShares 20+ Year Treasury Bond ETF position peaked at $5.81M in Q3 2024.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.