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Ball & Co Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Ball & Co 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
Q2 		– Sell
-73,022
Closed -$6.65M – 75
2025
Q1 		$6.65M Buy
+73,022
New +$6.5M 7.12% 6

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

Ball & Co Wealth Management's TLT Position: Q2 2025 in Review

Ball & Co Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 73,022 shares — an estimated $6.65M sold.

Ball & Co Wealth Management first reported a position in TLT in Q1 2025 and held it in 1 quarter. The position peaked at $6.65M in Q1 2025. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Ball & Co Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Ball & Co Wealth Management sold 73,022 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $6.65M.
  • Ball & Co Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Ball & Co Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $6.65M in Q1 2025.
  • 1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Ball & Co Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.