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

Bellwether 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	-158	Closed	-$13.9K	–	525
2025 Q2	$13.9K	Hold	158	–	–	﹤0.01%	337
2025 Q1	$14.4K	Hold	158	–	–	﹤0.01%	297
2024 Q4	$13.8K	Buy	+158	New	+$14.5K	﹤0.01%	312
2023 Q2	–	Sell	-158	Closed	-$16.8K	–	408
2023 Q1	$16.8K	Sell	158 -10	-6%	-$1.05K	﹤0.01%	253
2022 Q4	$16.7K	Sell	168 -64	-28%	-$6.45K	﹤0.01%	252
2022 Q3	$23K	Hold	232	–	–	0.01%	209
2022 Q2	$26K	Hold	232	–	–	0.01%	201
2022 Q1	$30K	Buy	232 +31	+15%	+$4.28K	0.01%	222
2021 Q4	$29K	Sell	201 -1,807	-90%	-$266K	0.01%	243
2021 Q3	$289K	Hold	2,008	–	–	0.1%	131
2021 Q2	$289K	Sell	2,008 -30	-1%	-$4.19K	0.1%	115
2021 Q1	$276K	Hold	2,038	–	–	0.11%	99
2020 Q4	$321K	Buy	+2,038	New	+$324K	0.14%	90

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bellwether Advisors's TLT Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 158 shares — an estimated $13.9K sold.

Bellwether Advisors first reported a position in TLT in Q4 2020 and held it in 13 quarters. The position peaked at $321K in Q4 2020. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

Bellwether Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 158 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $13.9K.
Bellwether Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $321K in Q4 2020.
1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.