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

TS Financial Group (TSFG)’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 		$27K Sell
310
-33
-10% -$2.83K ﹤0.01% 467
2026
Q1 		$30K Sell
343
-42
-11% -$3.69K ﹤0.01% 421
2025
Q4 		$34K Sell
385
-247
-39% -$22.1K 0.01% 402
2025
Q3 		$57K Buy
632
+7
+1% +$612 0.01% 318
2025
Q2 		$55K Sell
625
-244
-28% -$21.3K 0.01% 316
2025
Q1 		$79K Buy
869
+255
+42% +$22.7K 0.02% 255
2024
Q4 		$54K Sell
614
-495
-45% -$45.6K 0.01% 282
2024
Q3 		$109K Sell
1,109
-3,741
-77% -$361K 0.02% 205
2024
Q2 		$445K Buy
4,850
+600
+14% +$54.7K 0.1% 98
2024
Q1 		$402K Hold
4,250
– – 0.1% 109
2023
Q4 		$420K Buy
+4,250
New +$384K 0.13% 93
2021
Q1 		– Sell
-10
Closed -$2K – 901
2020
Q4 		$2K Sell
10
-179
-95% -$28.4K ﹤0.01% 767
2020
Q3 		$31K Hold
189
– – 0.02% 285
2020
Q2 		$31K Buy
189
+182
+2,600% +$30K 0.02% 275
2020
Q1 		$1K Hold
7
– – ﹤0.01% 782
2019
Q4 		$1K Sell
7
-63
-90% -$8.77K ﹤0.01% 779
2019
Q3 		$10K Sell
70
-698
-91% -$97K 0.01% 416
2019
Q2 		$102K Sell
768
-489
-39% -$62.1K 0.08% 134
2019
Q1 		$159K Buy
+1,257
New +$153K 0.14% 97

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

TS Financial Group (TSFG)'s TLT Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 9.6% in Q2 2026, selling an estimated $2.83K and leaving 310 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

TS Financial Group (TSFG) first reported a position in TLT in Q1 2019 and has held it in 19 quarters since. The position peaked at $445K in Q2 2024. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • TS Financial Group (TSFG) held 310 shares of iShares 20+ Year Treasury Bond ETF worth $27K as of Q2 2026.
  • TS Financial Group (TSFG) sold 33 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.83K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #467 holding.
  • TS Financial Group (TSFG) first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and has held it in 19 quarters since.
  • TS Financial Group (TSFG)'s iShares 20+ Year Treasury Bond ETF position peaked at $445K in Q2 2024.
  • 1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.