Clare Market Investments’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Clare Market Investments’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	-1,631	Closed	-$144K	–	169
2025 Q2	$144K	Buy	+1,631	New	+$142K	0.03%	144
2024 Q4	–	Sell	-3,984	Closed	-$391K	–	167
2024 Q3	$391K	Sell	3,984 -4,745	-54%	-$458K	0.1%	109
2024 Q2	$801K	Sell	8,729 -5,455	-38%	-$497K	0.22%	58
2024 Q1	$1.34M	Buy	14,184 +3,562	+34%	+$337K	0.41%	38
2023 Q4	$1.05M	Buy	+10,622	New	+$960K	0.36%	38
2021 Q3	–	Sell	-2,100	Closed	-$303K	–	151
2021 Q2	$303K	Buy	+2,100	New	+$293K	0.1%	108

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Clare Market Investments's TLT Position: Q3 2025 in Review

Clare Market Investments sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 1,631 shares — an estimated $144K sold.

Clare Market Investments first reported a position in TLT in Q2 2021 and held it in 6 quarters. The position peaked at $1.34M in Q1 2024. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

Clare Market Investments reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Clare Market Investments sold 1,631 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $144K.
Clare Market Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2021 and held it in 6 quarters.
Clare Market Investments's iShares 20+ Year Treasury Bond ETF position peaked at $1.34M in Q1 2024.
1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Clare Market Investments's 13F filing for Q3 2025, filed 12 Nov 2025.