Commons Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Commons Capital’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 Q1	–	Sell	-2,960	Closed	-$259K	–	120
2024 Q4	$259K	Sell	2,960 -12,440	-81%	-$1.14M	0.23%	79
2024 Q3	$1.51M	Hold	15,400	–	–	1.67%	16
2024 Q2	$1.41M	Hold	15,400	–	–	1.7%	13
2024 Q1	$1.46M	Hold	15,400	–	–	2.12%	13
2023 Q4	$1.52M	Hold	15,400	–	–	2.4%	13
2023 Q3	$1.37M	Hold	15,400	–	–	2.36%	13
2023 Q2	$1.59M	Hold	15,400	–	–	2.39%	9
2023 Q1	$1.64M	Buy	+15,400	New	+$1.61M	2.62%	8

Other funds holding TLT

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

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

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commons Capital's TLT Position: Q1 2025 in Review

Commons Capital sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 2,960 shares — an estimated $259K sold.

Commons Capital first reported a position in TLT in Q1 2023 and held it in 8 quarters. The position peaked at $1.64M in Q1 2023. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

Commons Capital reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Commons Capital sold 2,960 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $259K.
Commons Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and held it in 8 quarters.
Commons Capital's iShares 20+ Year Treasury Bond ETF position peaked at $1.64M in Q1 2023.
1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Commons Capital's 13F filing for Q1 2025, filed 12 May 2025.