Western Financial Corp
TLT icon

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

Western Financial Corp’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
Q3 		$1.29M Buy
16,640
+547
+3% +$45.1K 0.43% 56
2026
Q2 		$1.39M Buy
16,093
+1,161
+8% +$100K 0.41% 47
2026
Q1 		$1.29M Sell
14,932
-601
-4% -$52.8K 0.51% 44
2025
Q4 		$1.35M Sell
15,533
-112
-0.7% -$10K 0.54% 46
2025
Q3 		$1.4M Sell
15,645
-215
-1% -$18.8K 0.61% 45
2025
Q2 		$1.4M Buy
15,860
+597
+4% +$52.1K 0.75% 36
2025
Q1 		$1.39M Sell
15,263
-3,113
-17% -$277K 0.81% 34
2024
Q4 		$1.6M Buy
18,376
+2,421
+15% +$223K 0.88% 28
2024
Q3 		$1.57M Buy
15,955
+13,630
+586% +$1.31M 0.89% 28
2024
Q2 		$213K Sell
2,325
-88
-4% -$8.02K 0.13% 111
2024
Q1 		$228K Sell
2,413
-1,812
-43% -$171K 0.14% 111
2023
Q4 		$418K Buy
4,225
+177
+4% +$16K 0.28% 87
2023
Q3 		$359K Buy
+4,048
New +$389K 0.26% 92

Other funds holding TLT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $54.8B AUM 16.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Western Financial Corp's TLT Position: Q3 2026 in Review

Western Financial Corp increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.4% in Q3 2026, buying an estimated $45.1K and bringing the position to 16,640 shares worth $1.29M. The position accounts for 0.43% of the portfolio, ranked #56.

Western Financial Corp first reported a position in TLT in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.6M in Q4 2024. 788 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Western Financial Corp held 16,640 shares of iShares 20+ Year Treasury Bond ETF worth $1.29M as of Q3 2026.
  • Western Financial Corp bought 547 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $45.1K.
  • iShares 20+ Year Treasury Bond ETF made up 0.43% of Western Financial Corp's portfolio in Q3 2026, its #56 holding.
  • Western Financial Corp first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Western Financial Corp's iShares 20+ Year Treasury Bond ETF position peaked at $1.6M in Q4 2024.
  • 788 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.