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BluePointe Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

BluePointe Capital Management’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
Q1 		$1.07M Buy
11,792
+5,572
+90% +$496K 0.41% 56
2024
Q4 		$543K Sell
6,220
-5,372
-46% -$494K 0.31% 59
2024
Q3 		$1.14M Sell
11,592
-1,643
-12% -$158K 0.74% 41
2024
Q2 		$1.21M Buy
+13,235
New +$1.21M 0.81% 37

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BluePointe Capital Management's TLT Position: Q1 2025 in Review

BluePointe Capital Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 90% in Q1 2025, buying an estimated $496K and bringing the position to 11,792 shares worth $1.07M. The position accounts for 0.41% of the portfolio, ranked #56.

BluePointe Capital Management first reported a position in TLT in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.21M in Q2 2024. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • BluePointe Capital Management held 11,792 shares of iShares 20+ Year Treasury Bond ETF worth $1.07M as of Q1 2025.
  • BluePointe Capital Management bought 5,572 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $496K.
  • iShares 20+ Year Treasury Bond ETF made up 0.41% of BluePointe Capital Management's portfolio in Q1 2025, its #56 holding.
  • BluePointe Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • BluePointe Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.21M in Q2 2024.
  • 1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on BluePointe Capital Management's 13F filing for Q1 2025, filed 2 May 2025.