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Balanced Rock Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Balanced Rock Investment Advisors’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
-2,348
Closed -$214K – 98
2025
Q1 		$214K Sell
2,348
-430
-15% -$38.3K 0.17% 84
2024
Q4 		$243K Buy
+2,778
New +$256K 0.19% 80

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

Balanced Rock Investment Advisors's TLT Position: Q2 2025 in Review

Balanced Rock Investment Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 2,348 shares — an estimated $214K sold.

Balanced Rock Investment Advisors first reported a position in TLT in Q4 2024 and held it in 2 quarters. The position peaked at $243K in Q4 2024. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Balanced Rock Investment Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Balanced Rock Investment Advisors sold 2,348 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $214K.
  • Balanced Rock Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • Balanced Rock Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $243K in Q4 2024.
  • 1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.