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

Balance Wealth’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
Q2 		– Sell
-5,446
Closed -$496K – 117
2025
Q1 		$496K Buy
+5,446
New +$485K 0.32% 67

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

Balance Wealth's TLT Position: Q2 2025 in Review

Balance Wealth sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 5,446 shares — an estimated $496K sold.

Balance Wealth first reported a position in TLT in Q1 2025 and held it in 1 quarter. The position peaked at $496K in Q1 2025. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Balance Wealth reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Balance Wealth sold 5,446 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $496K.
  • Balance Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Balance Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $496K in Q1 2025.
  • 1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Balance Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.