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Blue Investment Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Blue Investment Partners’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
Q2 		$3.93M Buy
44,507
+1,392
+3% +$121K 1.38% 19
2025
Q1 		$3.92M Buy
+43,115
New +$3.84M 1.48% 22
2024
Q2 		– Sell
-58,733
Closed -$5.56M – 45
2024
Q1 		$5.56M Buy
58,733
+5,711
+11% +$540K 2.89% 13
2023
Q4 		$5.24M Buy
53,022
+14,875
+39% +$1.34M 3.42% 9
2023
Q3 		$3.38M Sell
38,147
-11,884
-24% -$1.14M 2.69% 11
2023
Q2 		$5.15M Buy
50,031
+28,757
+135% +$2.98M 3.93% 11
2023
Q1 		$2.26M Buy
+21,274
New +$2.23M 2.28% 12

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blue Investment Partners's TLT Position: Q2 2025 in Review

Blue Investment Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.2% in Q2 2025, buying an estimated $121K and bringing the position to 44,507 shares worth $3.93M. The position accounts for 1.38% of the portfolio, ranked #19.

Blue Investment Partners first reported a position in TLT in Q1 2023 and has held it in 7 quarters since. The position peaked at $5.56M in Q1 2024. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Blue Investment Partners held 44,507 shares of iShares 20+ Year Treasury Bond ETF worth $3.93M as of Q2 2025.
  • Blue Investment Partners bought 1,392 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $121K.
  • iShares 20+ Year Treasury Bond ETF made up 1.38% of Blue Investment Partners's portfolio in Q2 2025, its #19 holding.
  • Blue Investment Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 7 quarters since.
  • Blue Investment Partners's iShares 20+ Year Treasury Bond ETF position peaked at $5.56M in Q1 2024.
  • 1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.