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Clearstead Trust’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Clearstead Trust’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
-285
Closed -$25.2K – 1564
2025
Q2 		$25.2K Buy
+285
New +$24.9K ﹤0.01% 390

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Clearstead Trust's TLT Position: Q3 2025 in Review

Clearstead Trust sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 285 shares — an estimated $25.2K sold.

Clearstead Trust first reported a position in TLT in Q2 2025 and held it in 1 quarter. The position peaked at $25.2K in Q2 2025. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Clearstead Trust reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Clearstead Trust sold 285 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $25.2K.
  • Clearstead Trust first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Clearstead Trust's iShares 20+ Year Treasury Bond ETF position peaked at $25.2K in Q2 2025.
  • 1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Clearstead Trust's 13F filing for Q3 2025, filed 10 Nov 2025.