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Beacon Investment Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Beacon Investment Advisory Services’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
-5,819
Closed -$520K – 270
2025
Q3 		$520K Hold
5,819
– – 0.02% 170
2025
Q2 		$514K Buy
+5,819
New +$507K 0.02% 169

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beacon Investment Advisory Services's TLT Position: Q4 2025 in Review

Beacon Investment Advisory Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 5,819 shares — an estimated $520K sold.

Beacon Investment Advisory Services first reported a position in TLT in Q2 2025 and held it in 2 quarters. The position peaked at $520K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Beacon Investment Advisory Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 5,819 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $520K.
  • Beacon Investment Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and held it in 2 quarters.
  • Beacon Investment Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $520K in Q3 2025.
  • 1,152 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Beacon Investment Advisory Services's 13F filing for Q4 2025, filed 14 Jan 2026.