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

Carlson Capital’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
Q4 		– Sell
-40,000
Closed -$3.57M – 94
2025
Q3 		$3.57M Buy
+40,000
New +$3.5M 1.32% 6

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carlson Capital's TLT Position: Q3 2025 in Review

Carlson Capital sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 9,200 shares — an estimated $805K sold.

Carlson Capital first reported a position in TLT in Q3 2023 and held it in 2 quarters. The position peaked at $5.7M in Q3 2023. 1,094 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Carlson Capital reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Carlson Capital sold 9,200 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $805K.
  • Carlson Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 2 quarters.
  • Carlson Capital's iShares 20+ Year Treasury Bond ETF position peaked at $5.7M in Q3 2023.
  • 1,094 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Carlson Capital's 13F filing for Q3 2025, filed 5 Nov 2025.