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Aspire Private Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Aspire Private Capital’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
-4,113
Closed -$359K – 184
2024
Q4 		$359K Buy
4,113
+204
+5% +$18.8K 0.09% 131
2024
Q3 		$383K Sell
3,909
-2,341
-37% -$226K 0.09% 127
2024
Q2 		$574K Buy
6,250
+887
+17% +$80.8K 0.15% 108
2024
Q1 		$507K Buy
5,363
+1,470
+38% +$139K 0.13% 111
2023
Q4 		$385K Buy
3,893
+387
+11% +$35K 0.11% 109
2023
Q3 		$311K Buy
3,506
+3,045
+661% +$293K 0.1% 110
2023
Q2 		$47.5K Sell
461
-151
-25% -$15.7K 0.02% 208
2023
Q1 		$65.1K Sell
612
-17
-3% -$1.78K 0.02% 182
2022
Q4 		$62.6K Buy
629
+222
+55% +$22.4K 0.02% 176
2022
Q3 		$42K Sell
407
-12
-3% -$1.35K 0.02% 212
2022
Q2 		$48K Buy
419
+382
+1,032% +$45K 0.02% 207
2022
Q1 		$5K Sell
37
-172
-82% -$23.7K ﹤0.01% 405
2021
Q4 		$31K Buy
209
+166
+386% +$24.5K 0.01% 252
2021
Q3 		$6K Sell
43
-1
-2% -$148 ﹤0.01% 367
2021
Q2 		$6K Sell
44
-569
-93% -$79.4K ﹤0.01% 377
2021
Q1 		$83K Buy
613
+164
+37% +$23.8K 0.03% 193
2020
Q4 		$71K Buy
449
+62
+16% +$9.84K 0.03% 194
2020
Q3 		$63K Buy
387
+26
+7% +$4.31K 0.03% 195
2020
Q2 		$59K Sell
361
-275
-43% -$45.3K 0.03% 163
2020
Q1 		$105K Sell
636
-22
-3% -$3.28K 0.06% 109
2019
Q4 		$89K Buy
658
+93
+16% +$12.9K 0.04% 167
2019
Q3 		$81K Buy
565
+550
+3,667% +$76.4K 0.04% 169
2019
Q2 		$2K Sell
15
-10
-40% -$1.27K ﹤0.01% 409
2019
Q1 		$3K Buy
+25
New +$3.04K ﹤0.01% 412

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aspire Private Capital's TLT Position: Q1 2025 in Review

Aspire Private Capital sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 4,113 shares — an estimated $359K sold.

Aspire Private Capital first reported a position in TLT in Q1 2019 and held it in 24 quarters. The position peaked at $574K in Q2 2024. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • Aspire Private Capital reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Aspire Private Capital sold 4,113 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $359K.
  • Aspire Private Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and held it in 24 quarters.
  • Aspire Private Capital's iShares 20+ Year Treasury Bond ETF position peaked at $574K in Q2 2024.
  • 1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Aspire Private Capital's 13F filing for Q1 2025, filed 22 Apr 2025.