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 Q2	$1.39M	Buy	16,093 +1,161	+8%	+$99.7K	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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Western Financial Corp's TLT Position: Q2 2026 in Review

Western Financial Corp increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 7.8% in Q2 2026, buying an estimated $99.7K and bringing the position to 16,093 shares worth $1.39M. The position accounts for 0.41% of the portfolio, ranked #47.

Western Financial Corp first reported a position in TLT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.6M in Q4 2024. 449 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Western Financial Corp held 16,093 shares of iShares 20+ Year Treasury Bond ETF worth $1.39M as of Q2 2026.
Western Financial Corp bought 1,161 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $99.7K.
iShares 20+ Year Treasury Bond ETF made up 0.41% of Western Financial Corp's portfolio in Q2 2026, its #47 holding.
Western Financial Corp first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Western Financial Corp's iShares 20+ Year Treasury Bond ETF position peaked at $1.6M in Q4 2024.
449 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.