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

Andrew Hill 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 Q2	–	Sell	-5,725	Closed	-$521K	–	58
2025 Q1	$521K	Buy	+5,725	New	+$510K	0.5%	35
2024 Q4	–	Sell	-5,618	Closed	-$551K	–	58
2024 Q3	$551K	Buy	+5,618	New	+$542K	0.41%	40
2024 Q2	–	Sell	-4,152	Closed	-$393K	–	58
2024 Q1	$393K	Sell	4,152 -15	-0.4%	-$1.42K	0.35%	41
2023 Q4	$412K	Buy	+4,167	New	+$377K	0.43%	39
2022 Q3	$570K	Buy	+5,570	New	+$627K	0.77%	29

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Andrew Hill Investment Advisors's TLT Position: Q2 2025 in Review

Andrew Hill Investment Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 5,725 shares — an estimated $521K sold.

Andrew Hill Investment Advisors first reported a position in TLT in Q3 2022 and held it in 5 quarters. The position peaked at $570K in Q3 2022. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

Andrew Hill Investment Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Andrew Hill Investment Advisors sold 5,725 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $521K.
Andrew Hill Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and held it in 5 quarters.
Andrew Hill Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $570K in Q3 2022.
1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Andrew Hill Investment Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.