Truist Financial
TLT icon

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

Truist Financial’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
2021
Q1 		– Sell
-5,000
Closed -$789K – 2727
2020
Q4 		$789K Buy
+5,000
New +$794K ﹤0.01% 1613
2020
Q3 		– Sell
-2,000
Closed -$328K – 2565
2020
Q2 		$328K Buy
+2,000
New +$329K ﹤0.01% 1887

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

Truist Financial's TLT Position: Q1 2026 in Review

Truist Financial increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.4% in Q1 2026, buying an estimated $5.03M and bringing the position to 1,369,840 shares worth $119M. The position accounts for 0.16% of the portfolio, ranked #128.

Truist Financial first reported a position in TLT in Q2 2013 and has held it in 33 quarters since. The position peaked at $202M in Q4 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Truist Financial held 1,369,840 shares of iShares 20+ Year Treasury Bond ETF worth $119M as of Q1 2026.
  • Truist Financial bought 57,252 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $5.03M.
  • iShares 20+ Year Treasury Bond ETF made up 0.16% of Truist Financial's portfolio in Q1 2026, its #128 holding.
  • Truist Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 33 quarters since.
  • Truist Financial's iShares 20+ Year Treasury Bond ETF position peaked at $202M in Q4 2023.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.