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Castleview Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Castleview Partners’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
Q3 		– Sell
-8,156
Closed -$720K – 196
2025
Q2 		$720K Sell
8,156
-579
-7% -$50.5K 0.46% 45
2025
Q1 		$795K Buy
8,735
+7,145
+449% +$636K 0.54% 50
2024
Q4 		$139K Sell
1,590
-201
-11% -$18.5K 0.08% 225
2024
Q3 		$176K Buy
1,791
+1,185
+196% +$114K 0.1% 185
2024
Q2 		$55.6K Sell
606
-1,740
-74% -$159K 0.03% 326
2024
Q1 		$222K Sell
2,346
-1,232
-34% -$117K 0.12% 168
2023
Q4 		$354K Buy
3,578
+11
+0.3% +$994 0.25% 97
2023
Q3 		$316K Sell
3,567
-3,512
-50% -$338K 0.29% 80
2023
Q2 		$729K Sell
7,079
-2,576
-27% -$267K 0.66% 23
2023
Q1 		$1.03M Buy
9,655
+901
+10% +$94.3K 0.91% 19
2022
Q4 		$872K Buy
8,754
+259
+3% +$26.1K 0.85% 23
2022
Q3 		$870K Buy
8,495
+7,790
+1,105% +$877K 0.83% 24
2022
Q2 		$58.4K Sell
705
-1,400
-67% -$165K 0.05% 286
2022
Q1 		$278K Sell
2,105
-1,012,996
-100% -$140M 0.17% 123
2021
Q4 		$6.85K Buy
+1,015,101
New +$150M 0.05% 125
2021
Q2 		$327K Buy
+2,264
New +$316K 0.14% 146

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Castleview Partners's TLT Position: Q3 2025 in Review

Castleview Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 8,156 shares — an estimated $720K sold.

Castleview Partners first reported a position in TLT in Q2 2021 and held it in 16 quarters. The position peaked at $1.03M in Q1 2023. 1,094 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Castleview Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Castleview Partners sold 8,156 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $720K.
  • Castleview Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2021 and held it in 16 quarters.
  • Castleview Partners's iShares 20+ Year Treasury Bond ETF position peaked at $1.03M in Q1 2023.
  • 1,094 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Castleview Partners's 13F filing for Q3 2025, filed 10 Oct 2025.