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

Barry 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
Q3 		– Sell
-5,012
Closed -$442K – 115
2025
Q2 		$442K Buy
5,012
+1
+0% +$87 0.11% 70
2025
Q1 		$456K Hold
5,011
– – 0.12% 74
2024
Q4 		$438K Buy
+5,011
New +$461K 0.14% 74
2022
Q4 		– Sell
-2,335
Closed -$239K – 117
2022
Q3 		$239K Sell
2,335
-117,562
-98% -$13.2M 0.08% 102
2022
Q2 		$13.8M Sell
119,897
-3,030
-2% -$357K 4.13% 4
2022
Q1 		$16.2M Sell
122,927
-2,660
-2% -$367K 4.31% 4
2021
Q4 		$18.6M Sell
125,587
-92,659
-42% -$13.7M 4.9% 3
2021
Q3 		$31.5M Sell
218,246
-3,734
-2% -$554K 8.72% 1
2021
Q2 		$32M Sell
221,980
-52,800
-19% -$7.37M 8.58% 1
2021
Q1 		$37.2M Sell
274,780
-16,222
-6% -$2.35M 10.24% 1
2020
Q4 		$45.9M Buy
291,002
+396
+0.1% +$62.9K 13.55% 1
2020
Q3 		$47.4M Buy
290,606
+1,298
+0.4% +$215K 16.29% 1
2020
Q2 		$47.4M Buy
+289,308
New +$47.6M 16.78% 1
2020
Q1 		– Sell
-21,044
Closed -$2.9M – 79
2019
Q4 		$2.9M Buy
21,044
+2,406
+13% +$335K 1.02% 26
2019
Q3 		$2.67M Buy
18,638
+11
+0.1% +$1.53K 0.96% 27
2019
Q2 		$2.47M Sell
18,627
-208
-1% -$26.4K 0.85% 29
2019
Q1 		$2.38M Buy
18,835
+683
+4% +$83.1K 0.75% 32
2018
Q4 		$2.21M Buy
18,152
+14,723
+429% +$1.7M 0.83% 31
2018
Q3 		$402K Buy
+3,429
New +$412K 0.14% 49

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barry Investment Advisors's TLT Position: Q3 2025 in Review

Barry Investment Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 5,012 shares — an estimated $442K sold.

Barry Investment Advisors first reported a position in TLT in Q3 2018 and held it in 19 quarters. The position peaked at $47.4M in Q3 2020. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Barry Investment Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Barry Investment Advisors sold 5,012 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $442K.
  • Barry Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2018 and held it in 19 quarters.
  • Barry Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $47.4M in Q3 2020.
  • 1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Barry Investment Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.