Congress Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Congress Wealth Management’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 Q2	$390K	Buy	4,421 +283	+7%	+$24.7K	﹤0.01%	999
2025 Q1	$376K	Buy	+4,138	New	+$368K	﹤0.01%	892
2024 Q3	–	Sell	-2,391	Closed	-$219K	–	870
2024 Q2	$219K	Sell	2,391 -236	-9%	-$21.5K	﹤0.01%	682
2024 Q1	$249K	Sell	2,627 -637	-20%	-$60.3K	﹤0.01%	539
2023 Q4	$323K	Buy	+3,264	New	+$295K	0.01%	519
2023 Q3	–	Sell	-2,043	Closed	-$210K	–	624
2023 Q2	$210K	Sell	2,043 -1,454	-42%	-$151K	﹤0.01%	535
2023 Q1	$372K	Sell	3,497 -1,008	-22%	-$105K	0.01%	454
2022 Q4	$449K	Sell	4,505 -411,842	-99%	-$41.5M	0.01%	421
2022 Q3	$42.7M	Buy	416,347 +29,607	+8%	+$3.33M	1.15%	15
2022 Q2	$44.4M	Sell	386,740 -65,473	-14%	-$7.71M	1.13%	17
2022 Q1	$59.7M	Sell	452,213 -6,843	-1%	-$944K	1.31%	16
2021 Q4	$68M	Buy	+459,056	New	+$67.7M	1.35%	10

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

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

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

Congress Wealth Management's TLT Position: Q2 2025 in Review

Congress Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 6.8% in Q2 2025, buying an estimated $24.7K and bringing the position to 4,421 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Congress Wealth Management first reported a position in TLT in Q4 2021 and has held it in 12 quarters since. The position peaked at $68M in Q4 2021. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

Congress Wealth Management held 4,421 shares of iShares 20+ Year Treasury Bond ETF worth $390K as of Q2 2025.
Congress Wealth Management bought 283 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $24.7K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #999 holding.
Congress Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 12 quarters since.
Congress Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $68M in Q4 2021.
1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.