Consolidated Portfolio Review Corp’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Consolidated Portfolio Review Corp’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	-16,112	Closed	-$1.44M	–	369
2025 Q3	$1.44M	Buy	16,112 +9,084	+129%	+$795K	0.18%	132
2025 Q2	$620K	Buy	7,028 +847	+14%	+$73.9K	0.09%	223
2025 Q1	$563K	Sell	6,181 -2,883	-32%	-$257K	0.09%	211
2024 Q4	$792K	Buy	9,064 +418	+5%	+$38.5K	0.13%	180
2024 Q3	$848K	Sell	8,646 -756	-8%	-$72.9K	0.19%	138
2024 Q2	$863K	Buy	9,402 +3,433	+58%	+$313K	0.2%	129
2024 Q1	$565K	Sell	5,969 -461	-7%	-$43.6K	0.15%	147
2023 Q4	$636K	Buy	6,430 +52	+0.8%	+$4.7K	0.15%	151
2023 Q3	$566K	Sell	6,378 -2,099	-25%	-$202K	0.14%	163
2023 Q2	$873K	Buy	+8,477	New	+$879K	0.21%	119

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Consolidated Portfolio Review Corp's TLT Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 16,112 shares — an estimated $1.44M sold.

Consolidated Portfolio Review Corp first reported a position in TLT in Q2 2023 and held it in 10 quarters. The position peaked at $1.44M in Q3 2025. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 16,112 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $1.44M.
Consolidated Portfolio Review Corp first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and held it in 10 quarters.
Consolidated Portfolio Review Corp's iShares 20+ Year Treasury Bond ETF position peaked at $1.44M in Q3 2025.
1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.