Bank Julius Baer & Co
TLT icon

Bank Julius Baer & Co’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bank Julius Baer & Co’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
-960
Closed -$87.4K – 634
2025
Q1 		$87.4K Sell
960
-3,007
-76% -$268K ﹤0.01% 495
2024
Q4 		$382K Sell
3,967
-9,153
-70% -$842K ﹤0.01% 373
2024
Q3 		$1.53M Sell
13,120
-10,354
-44% -$998K 0.01% 266
2024
Q2 		$2.4M Buy
23,474
+3,014
+15% +$275K 0.01% 202
2024
Q1 		$1.94M Buy
20,460
+19,500
+2,031% +$1.84M 0.01% 230
2023
Q4 		$94.9K Sell
960
-12
-1% -$1.08K ﹤0.01% 445
2023
Q3 		$86K Buy
+972
New +$93.4K ﹤0.01% 427
2022
Q3 		– Sell
-9,390
Closed -$1.08M – 631
2022
Q2 		$1.08M Sell
9,390
-2,486
-21% -$293K 0.01% 267
2022
Q1 		$1.57M Sell
11,876
-3,088
-21% -$426K 0.01% 243
2021
Q4 		$2.22M Buy
14,964
+9,806
+190% +$1.45M 0.01% 262
2021
Q3 		$744K Buy
5,158
+898
+21% +$133K ﹤0.01% 370
2021
Q2 		$615K Buy
4,260
+1,634
+62% +$228K ﹤0.01% 421
2021
Q1 		$356K Buy
2,626
+1,402
+115% +$203K ﹤0.01% 494
2020
Q4 		$193K Sell
1,224
-2,276
-65% -$361K ﹤0.01% 586
2020
Q3 		$571K Sell
3,500
-1,000
-22% -$166K 0.01% 368
2020
Q2 		$738K Sell
4,500
-1
-0% -$165 0.01% 312
2020
Q1 		$742K Buy
+4,501
New +$671K 0.02% 266

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank Julius Baer & Co's TLT Position: Q2 2025 in Review

Bank Julius Baer & Co sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 960 shares — an estimated $87.4K sold.

Bank Julius Baer & Co first reported a position in TLT in Q1 2020 and held it in 17 quarters. The position peaked at $2.4M in Q2 2024. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Bank Julius Baer & Co reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 960 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $87.4K.
  • Bank Julius Baer & Co first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and held it in 17 quarters.
  • Bank Julius Baer & Co's iShares 20+ Year Treasury Bond ETF position peaked at $2.4M in Q2 2024.
  • 1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Bank Julius Baer & Co's 13F filing for Q2 2025, filed 12 Aug 2025.