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Carolinas Wealth Consulting’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-443
Closed -$40.3K – 850
2025
Q1 		$40.3K Buy
443
+21
+5% +$1.87K 0.01% 378
2024
Q4 		$36.8K Sell
422
-695
-62% -$64K 0.01% 402
2024
Q3 		$110K Buy
1,117
+137
+14% +$13.2K 0.02% 247
2024
Q2 		$89.9K Sell
980
-11
-1% -$1K 0.02% 275
2024
Q1 		$93.8K Hold
991
– – 0.02% 267
2023
Q4 		$98K Hold
991
– – 0.02% 235
2023
Q3 		$82.8K Buy
991
+132
+15% +$12.7K 0.02% 236
2023
Q2 		$88.4K Buy
859
+49
+6% +$5.08K 0.02% 276
2023
Q1 		$86.2K Sell
810
-188
-19% -$19.7K 0.02% 285
2022
Q4 		$99.4K Buy
998
+848
+565% +$85.4K 0.02% 264
2022
Q3 		$15K Buy
+150
New +$16.9K ﹤0.01% 499
2022
Q2 		– Sell
-44
Closed -$6K – 946
2022
Q1 		$6K Buy
+44
New +$6.07K ﹤0.01% 690

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

Carolinas Wealth Consulting's TLT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 443 shares — an estimated $40.3K sold.

Carolinas Wealth Consulting first reported a position in TLT in Q1 2022 and held it in 12 quarters. The position peaked at $110K in Q3 2024. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 443 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $40.3K.
  • Carolinas Wealth Consulting first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and held it in 12 quarters.
  • Carolinas Wealth Consulting's iShares 20+ Year Treasury Bond ETF position peaked at $110K in Q3 2024.
  • 1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.