BayBridge Capital Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

BayBridge Capital Group’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 Q4	–	Sell	-2,390	Closed	-$214K	–	100
2025 Q3	$214K	Sell	2,390 -5,051	-68%	-$442K	0.14%	93
2025 Q2	$657K	Buy	7,441 +435	+6%	+$37.9K	0.42%	53
2025 Q1	$638K	Sell	7,006 -2,016	-22%	-$179K	0.46%	48
2024 Q4	$788K	Sell	9,022 -6,934	-43%	-$638K	0.57%	48
2024 Q3	$1.57M	Buy	15,956 +244	+2%	+$23.5K	1.13%	18
2024 Q2	$1.44M	Sell	15,712 -235	-1%	-$21.4K	1.13%	18
2024 Q1	$1.42M	Sell	15,947 -45	-0.3%	-$4.26K	1.24%	15
2023 Q4	$1.54M	Buy	+15,992	New	+$1.44M	1.43%	11

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BayBridge Capital Group's TLT Position: Q4 2025 in Review

BayBridge Capital Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 2,390 shares — an estimated $214K sold.

BayBridge Capital Group first reported a position in TLT in Q4 2023 and held it in 8 quarters. The position peaked at $1.57M in Q3 2024. 1,145 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

BayBridge Capital Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
BayBridge Capital Group sold 2,390 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $214K.
BayBridge Capital Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 8 quarters.
BayBridge Capital Group's iShares 20+ Year Treasury Bond ETF position peaked at $1.57M in Q3 2024.
1,145 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on BayBridge Capital Group's 13F filing for Q4 2025, filed 16 Jan 2026.