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Aveo Capital Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Aveo Capital Partners’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
2020
Q1 		– Sell
-43,200
Closed -$9K – 198
2019
Q4 		$9K Buy
43,200
+41,200
+2,060% +$5.73M ﹤0.01% 185
2019
Q3 		$1K Sell
2,000
-36,500
-95% -$5.07M ﹤0.01% 182
2019
Q2 		$8K Buy
+38,500
New +$4.89M ﹤0.01% 186

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aveo Capital Partners's TLT Position: Q2 2025 in Review

Aveo Capital Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 9,745 shares — an estimated $857K sold.

Aveo Capital Partners first reported a position in TLT in Q4 2016 and held it in 34 quarters. The position peaked at $6.62M in Q1 2023. 1,103 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Aveo Capital Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 9,745 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $857K.
  • Aveo Capital Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2016 and held it in 34 quarters.
  • Aveo Capital Partners's iShares 20+ Year Treasury Bond ETF position peaked at $6.62M in Q1 2023.
  • 1,103 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.