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Cahill Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Cahill Wealth 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 		$3.2M Buy
35,148
+4,572
+15% +$407K 1.63% 11
2024
Q4 		$2.67M Buy
30,576
+1,080
+4% +$99.4K 1.36% 13
2024
Q3 		$2.89M Sell
29,496
-614
-2% -$59.2K 1.49% 12
2024
Q2 		$2.85M Buy
30,110
+6,167
+26% +$562K 1.7% 12
2024
Q1 		$2.27M Buy
23,943
+2,118
+10% +$200K 1.32% 13
2023
Q4 		$2.16M Buy
21,825
+8,275
+61% +$748K 1.45% 12
2023
Q3 		$1.2M Buy
13,550
+1,824
+16% +$175K 0.92% 19
2023
Q2 		$1.21M Buy
11,726
+97
+0.8% +$10.1K 0.83% 20
2023
Q1 		$1.24M Buy
11,629
+1,505
+15% +$157K 0.91% 19
2022
Q4 		$1.06M Buy
+10,124
New +$1.02M 0.77% 21

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

Cahill Wealth Management's TLT Position: Q1 2025 in Review

Cahill Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 15% in Q1 2025, buying an estimated $407K and bringing the position to 35,148 shares worth $3.2M. The position accounts for 1.63% of the portfolio, ranked #11.

Cahill Wealth Management first reported a position in TLT in Q4 2022 and has held it in 10 quarters since. 1,185 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • Cahill Wealth Management held 35,148 shares of iShares 20+ Year Treasury Bond ETF worth $3.2M as of Q1 2025.
  • Cahill Wealth Management bought 4,572 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $407K.
  • iShares 20+ Year Treasury Bond ETF made up 1.63% of Cahill Wealth Management's portfolio in Q1 2025, its #11 holding.
  • Cahill Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 10 quarters since.
  • 1,185 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.