Choate Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Choate Investment Advisors’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	-8,145	Closed	-$728K	–	459
2025 Q3	$728K	Buy	8,145 +7,632	+1,488%	+$668K	0.02%	240
2025 Q2	$45.2K	Buy	+513	New	+$44.7K	﹤0.01%	442
2023 Q4	–	Sell	-44	Closed	-$3.9K	–	457
2023 Q3	$3.9K	Hold	44	–	–	﹤0.01%	430
2023 Q2	$4.53K	Sell	44 -5,421	-99%	-$562K	﹤0.01%	346
2023 Q1	$581K	Hold	5,465	–	–	0.03%	172
2022 Q4	$544K	Buy	+5,465	New	+$551K	0.03%	175
2021 Q2	–	Sell	-2,700	Closed	-$366K	–	370
2021 Q1	$366K	Hold	2,700	–	–	0.02%	200
2020 Q4	$426K	Hold	2,700	–	–	0.03%	181
2020 Q3	$441K	Hold	2,700	–	–	0.03%	168
2020 Q2	$443K	Hold	2,700	–	–	0.03%	161
2020 Q1	$445K	Buy	+2,700	New	+$402K	0.04%	157

Other funds holding TLT

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Choate Investment Advisors's TLT Position: Q4 2025 in Review

Choate Investment Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 8,145 shares — an estimated $728K sold.

Choate Investment Advisors first reported a position in TLT in Q1 2020 and held it in 11 quarters. The position peaked at $728K in Q3 2025. 1,155 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

Choate Investment Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Choate Investment Advisors sold 8,145 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $728K.
Choate Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and held it in 11 quarters.
Choate Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $728K in Q3 2025.
1,155 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Choate Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.