AFWM
TLT icon

Abich Financial Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$2.32K Buy
+26
New +$2.27K ﹤0.01% 566
2024
Q3 		$3.24K Buy
33
+31
+1,550% +$2.99K 0.01% 295
2024
Q2 		$184 Hold
2
– – ﹤0.01% 754
2024
Q1 		$189 Hold
2
– – ﹤0.01% 486
2023
Q4 		$198 Buy
+2
New +$181 ﹤0.01% 434

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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Abich Financial Wealth Management's TLT Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025: 26 shares worth $2.32K. The stake represents ﹤0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in TLT as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in TLT in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.24K in Q3 2024. 1,095 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Abich Financial Wealth Management held 26 shares of iShares 20+ Year Treasury Bond ETF worth $2.32K as of Q3 2025.
  • iShares 20+ Year Treasury Bond ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #566 holding.
  • Abich Financial Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Abich Financial Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.24K in Q3 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.