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

Atticus 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 		– Sell
-11
Closed -$971 – 592
2025
Q2 		$971 Hold
11
– – ﹤0.01% 605
2025
Q1 		$1K Hold
11
– – ﹤0.01% 466
2024
Q4 		$961 Hold
11
– – ﹤0.01% 489
2024
Q3 		$1.08K Sell
11
-75
-87% -$7.23K ﹤0.01% 482
2024
Q2 		$7.89K Sell
86
-126
-59% -$11.5K ﹤0.01% 401
2024
Q1 		$20.1K Buy
212
+33
+18% +$3.12K 0.01% 323
2023
Q4 		$17.7K Sell
179
-377
-68% -$34.1K 0.01% 338
2023
Q3 		$49.3K Buy
556
+144
+35% +$13.8K 0.02% 249
2023
Q2 		$42.4K Sell
412
-4,013
-91% -$416K 0.02% 275
2023
Q1 		$471K Buy
4,425
+3,961
+854% +$414K 0.18% 79
2022
Q4 		$46.2K Buy
464
+130
+39% +$13.1K 0.02% 260
2022
Q3 		$38K Hold
334
– – 0.02% 264
2022
Q2 		$38K Sell
334
-3,045
-90% -$359K 0.02% 286
2022
Q1 		$446K Buy
3,379
+659
+24% +$90.9K 0.16% 95
2021
Q4 		$403K Buy
2,720
+2,719
+271,900% +$401K 0.16% 88
2021
Q3 		$0 Sell
1
-10
-91% -$1.49K ﹤0.01% 453
2021
Q2 		$2K Sell
11
-12
-52% -$1.67K ﹤0.01% 353
2021
Q1 		$3K Sell
23
-3,220
-99% -$467K ﹤0.01% 315
2020
Q4 		$512K Sell
3,243
-3,526
-52% -$560K 0.26% 57
2020
Q3 		$1.1M Sell
6,769
-2,600
-28% -$431K 0.66% 36
2020
Q2 		$1.54M Buy
9,369
+7,045
+303% +$1.16M 1.01% 22
2020
Q1 		$383K Buy
2,324
+1,857
+398% +$277K 0.31% 50
2019
Q4 		$63K Buy
+467
New +$65K 0.04% 164

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 $235B AUM 32.99% 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

Atticus Wealth Management's TLT Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 11 shares — an estimated $971 sold.

Atticus Wealth Management first reported a position in TLT in Q4 2019 and held it in 23 quarters. The position peaked at $1.54M in Q2 2020. 1,095 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Atticus Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 11 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $971.
  • Atticus Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.54M in Q2 2020.
  • 1,095 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.