AIC
TLT icon

Anthracite Investment Company’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Anthracite Investment Company’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
Q1 		– Sell
-76,000
Closed -$6.64M – 96
2024
Q4 		$6.64M Buy
+76,000
New +$7M 2.33% 4
2024
Q1 		– Sell
-2,520
Closed -$249K – 115
2023
Q4 		$249K Buy
+2,520
New +$228K 0.14% 77

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Anthracite Investment Company's TLT Position: Q1 2025 in Review

Anthracite Investment Company sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 76,000 shares — an estimated $6.64M sold.

Anthracite Investment Company first reported a position in TLT in Q4 2023 and held it in 2 quarters. The position peaked at $6.64M in Q4 2024. 1,180 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • Anthracite Investment Company reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Anthracite Investment Company sold 76,000 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $6.64M.
  • Anthracite Investment Company first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • Anthracite Investment Company's iShares 20+ Year Treasury Bond ETF position peaked at $6.64M in Q4 2024.
  • 1,180 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Anthracite Investment Company's 13F filing for Q1 2025, filed 8 May 2025.