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
Q2 		$1.35M Sell
15,583
-54,582
-78% -$4.69M 0.5% 31
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 $1.55T 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

V2 Financial group's TLT Position: Q2 2026 in Review

V2 Financial group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 78% in Q2 2026, selling an estimated $4.69M and leaving 15,583 shares worth $1.35M. The position accounts for 0.5% of the portfolio, ranked #31.

V2 Financial group first reported a position in TLT in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.25M in Q4 2023. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • V2 Financial group held 15,583 shares of iShares 20+ Year Treasury Bond ETF worth $1.35M as of Q2 2026.
  • V2 Financial group sold 54,582 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $4.69M.
  • iShares 20+ Year Treasury Bond ETF made up 0.5% of V2 Financial group's portfolio in Q2 2026, its #31 holding.
  • V2 Financial group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • V2 Financial group's iShares 20+ Year Treasury Bond ETF position peaked at $8.25M in Q4 2023.
  • 1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on V2 Financial group's 13F filing for Q2 2026, filed 11 Aug 2026.