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Beacon Capital Management LLC (Tennessee)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-1,190
Closed -$105K – 916
2025
Q2 		$105K Sell
1,190
-1,315
-52% -$115K 0.01% 198
2025
Q1 		$228K Sell
2,505
-4,669
-65% -$416K 0.03% 115
2024
Q4 		$627K Sell
7,174
-103,955
-94% -$9.57M 0.08% 52
2024
Q3 		$10.9M Buy
111,129
+110,049
+10,190% +$10.6M 1.55% 12
2024
Q2 		$99.1K Buy
1,080
+283
+36% +$25.8K 0.02% 172
2024
Q1 		$75.4K Buy
797
+698
+705% +$66K 0.02% 216
2023
Q4 		$8.78K Hold
99
– – ﹤0.01% 552
2023
Q3 		$10.2K Hold
99
– – ﹤0.01% 564
2023
Q2 		$10.2K Sell
99
-206,898
-100% -$21.5M ﹤0.01% 564
2023
Q1 		$22M Buy
206,997
+206,470
+39,178% +$21.6M 6.43% 6
2022
Q4 		$52.5K Buy
527
+514
+3,954% +$51.8K 0.02% 211
2022
Q3 		$1K Sell
13
-53
-80% -$5.97K ﹤0.01% 845
2022
Q2 		$9K Hold
66
– – ﹤0.01% 549
2022
Q1 		$9K Buy
+66
New +$9.1K ﹤0.01% 549

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

Beacon Capital Management LLC (Tennessee)'s TLT Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 1,190 shares — an estimated $105K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in TLT in Q1 2022 and held it in 14 quarters. The position peaked at $22M in Q1 2023. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 1,190 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $105K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s iShares 20+ Year Treasury Bond ETF position peaked at $22M in Q1 2023.
  • 1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.