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

Avaii 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
Q4 		– Sell
-2,519
Closed -$225K – 155
2025
Q3 		$225K Buy
2,519
+2
+0.1% +$175 0.09% 135
2025
Q2 		$222K Buy
2,517
+285
+13% +$24.9K 0.1% 122
2025
Q1 		$203K Sell
2,232
-873
-28% -$77.7K 0.11% 120
2024
Q4 		$271K Buy
3,105
+870
+39% +$80.1K 0.13% 106
2024
Q3 		$219K Buy
+2,235
New +$216K 0.11% 122
2023
Q4 		– Sell
-18,238
Closed -$1.62M – 156
2023
Q3 		$1.62M Buy
18,238
+1,727
+10% +$166K 1.22% 14
2023
Q2 		$1.7M Buy
16,511
+1,289
+8% +$134K 1.31% 13
2023
Q1 		$1.62M Buy
15,222
+5,891
+63% +$616K 1.41% 13
2022
Q4 		$929K Buy
9,331
+5,347
+134% +$539K 0.83% 25
2022
Q3 		$408K Buy
3,984
+349
+10% +$39.3K 0.42% 54
2022
Q2 		$418K Buy
+3,635
New +$428K 0.45% 41

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avaii Wealth Management's TLT Position: Q4 2025 in Review

Avaii Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 2,519 shares — an estimated $225K sold.

Avaii Wealth Management first reported a position in TLT in Q2 2022 and held it in 11 quarters. The position peaked at $1.7M in Q2 2023. 1,145 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Avaii Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Avaii Wealth Management sold 2,519 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $225K.
  • Avaii Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and held it in 11 quarters.
  • Avaii Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.7M in Q2 2023.
  • 1,145 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Avaii Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.