VFG
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V2 Financial group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

V2 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
Q1 		$6.08M Sell
70,165
-1,960
-3% -$172K 2.83% 5
2025
Q4 		$6.29M Buy
72,125
+2,204
+3% +$197K 3.1% 4
2025
Q3 		$6.25M Sell
69,921
-2,739
-4% -$240K 3.46% 2
2025
Q2 		$6.41M Sell
72,660
-997
-1% -$86.9K 3.87% 2
2025
Q1 		$6.7M Sell
73,657
-6,438
-8% -$573K 4.32% 2
2024
Q4 		$6.99M Buy
80,095
+594
+0.7% +$54.7K 4.25% 2
2024
Q3 		$7.8M Sell
79,501
-1,234
-2% -$119K 5.03% 2
2024
Q2 		$7.55M Buy
80,735
+156
+0.2% +$14.2K 5.06% 2
2024
Q1 		$7.62M Sell
80,579
-2,823
-3% -$267K 5.2% 2
2023
Q4 		$8.25M Buy
83,402
+19,452
+30% +$1.76M 5.74% 2
2023
Q3 		$5.67M Buy
63,950
+51,557
+416% +$4.96M 4.25% 3
2023
Q2 		$1.28M Sell
12,393
-72
-0.6% -$7.47K 0.92% 15
2023
Q1 		$1.33M Sell
12,465
-315
-2% -$33K 0.96% 15
2022
Q4 		$1.27M Buy
+12,780
New +$1.29M 1.01% 15

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

V2 Financial group's TLT Position: Q1 2026 in Review

V2 Financial group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.7% in Q1 2026, selling an estimated $172K and leaving 70,165 shares worth $6.08M. The position accounts for 2.83% of the portfolio, ranked #5.

V2 Financial group first reported a position in TLT in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.25M in Q4 2023. 1,087 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • V2 Financial group held 70,165 shares of iShares 20+ Year Treasury Bond ETF worth $6.08M as of Q1 2026.
  • V2 Financial group sold 1,960 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $172K.
  • iShares 20+ Year Treasury Bond ETF made up 2.83% of V2 Financial group's portfolio in Q1 2026, its #5 holding.
  • V2 Financial group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • V2 Financial group's iShares 20+ Year Treasury Bond ETF position peaked at $8.25M in Q4 2023.
  • 1,087 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.