VFG
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Victory Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Victory 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 		$701K Sell
8,106
-2,496
-24% -$214K 0.07% 173
2026
Q1 		$919K Buy
10,602
+3,975
+60% +$349K 0.11% 129
2025
Q4 		$578K Sell
6,627
-2,653
-29% -$237K 0.07% 165
2025
Q3 		$879K Buy
9,280
+4,536
+96% +$397K 0.12% 102
2025
Q2 		$419K Buy
+4,744
New +$414K 0.07% 137

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

Victory Financial Group's TLT Position: Q2 2026 in Review

Victory Financial Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 24% in Q2 2026, selling an estimated $214K and leaving 8,106 shares worth $701K. The position accounts for 0.07% of the portfolio, ranked #173.

Victory Financial Group first reported a position in TLT in Q2 2025 and has held it in 5 quarters since. The position peaked at $919K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Victory Financial Group held 8,106 shares of iShares 20+ Year Treasury Bond ETF worth $701K as of Q2 2026.
  • Victory Financial Group sold 2,496 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $214K.
  • iShares 20+ Year Treasury Bond ETF made up 0.07% of Victory Financial Group's portfolio in Q2 2026, its #173 holding.
  • Victory Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Victory Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $919K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.