Brighton Jones LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Brighton Jones LLC’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	–	Sell	-2,747	Closed	-$240K	–	745
2024 Q4	$240K	Buy	2,747 +601	+28%	+$55.3K	0.01%	595
2024 Q3	$211K	Buy	+2,146	New	+$207K	0.01%	524
2024 Q1	–	Sell	-2,123	Closed	-$210K	–	654
2023 Q4	$210K	Buy	+2,123	New	+$192K	0.01%	528
2023 Q1	–	Sell	-2,034	Closed	-$203K	–	537
2022 Q4	$203K	Sell	2,034 -283	-12%	-$28.5K	0.01%	435
2022 Q3	$237K	Buy	+2,317	New	+$261K	0.01%	380
2022 Q2	–	Sell	-1,643	Closed	-$217K	–	533
2022 Q1	$217K	Buy	+1,643	New	+$227K	0.01%	458

Other funds holding TLT

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

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

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brighton Jones LLC's TLT Position: Q1 2025 in Review

Brighton Jones LLC sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 2,747 shares — an estimated $240K sold.

Brighton Jones LLC first reported a position in TLT in Q1 2022 and held it in 6 quarters. The position peaked at $240K in Q4 2024. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

Brighton Jones LLC reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Brighton Jones LLC sold 2,747 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $240K.
Brighton Jones LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and held it in 6 quarters.
Brighton Jones LLC's iShares 20+ Year Treasury Bond ETF position peaked at $240K in Q4 2024.
1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Brighton Jones LLC's 13F filing for Q1 2025, filed 17 Apr 2025.