Alternative Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Alternative Investment Advisors’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	–	Sell	-61,856	Closed	-$5.46M	–	64
2025 Q2	$5.46M	Sell	61,856 -3,364	-5%	-$293K	2.71%	5
2025 Q1	$5.94M	Sell	65,220 -3,731	-5%	-$332K	3.14%	6
2024 Q4	$6.02M	Sell	68,951 -9,422	-12%	-$867K	3.14%	7
2024 Q3	$7.69M	Sell	78,373 -8,425	-10%	-$812K	4.04%	7
2024 Q2	$7.97M	Sell	86,798 -6,271	-7%	-$571K	4.55%	6
2024 Q1	$8.61M	Sell	93,069 -2,895	-3%	-$274K	5.19%	4
2023 Q4	$9.49M	Buy	95,964 +37,710	+65%	+$3.41M	6.18%	2
2023 Q3	$5.17M	Buy	+58,254	New	+$5.6M	3.61%	8

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Alternative Investment Advisors's TLT Position: Q3 2025 in Review

Alternative Investment Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 61,856 shares — an estimated $5.46M sold.

Alternative Investment Advisors first reported a position in TLT in Q3 2023 and held it in 8 quarters. The position peaked at $9.49M in Q4 2023. 1,094 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

Alternative Investment Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Alternative Investment Advisors sold 61,856 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $5.46M.
Alternative Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 8 quarters.
Alternative Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $9.49M in Q4 2023.
1,094 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Alternative Investment Advisors's 13F filing for Q3 2025, filed 17 Dec 2025.