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

Copperleaf 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
Q3 		– Sell
-2,619
Closed -$231K – 127
2025
Q2 		$231K Sell
2,619
-335
-11% -$29.2K 0.12% 102
2025
Q1 		$269K Sell
2,954
-5,330
-64% -$474K 0.16% 91
2024
Q4 		$723K Sell
8,284
-1,752
-17% -$161K 0.46% 57
2024
Q3 		$984K Buy
10,036
+331
+3% +$31.9K 0.75% 38
2024
Q2 		$891K Sell
9,705
-681
-7% -$62.1K 0.71% 42
2024
Q1 		$983K Sell
10,386
-1,773
-15% -$168K 0.85% 35
2023
Q4 		$1.2M Buy
12,159
+141
+1% +$12.7K 1.22% 26
2023
Q3 		$1.07M Buy
+12,018
New +$1.16M 1.15% 29
2020
Q4 		– Sell
-10,032
Closed -$1.64M – 62
2020
Q3 		$1.64M Sell
10,032
-743
-7% -$123K 1.58% 23
2020
Q2 		$1.77M Sell
10,775
-744
-6% -$122K 1.83% 18
2020
Q1 		$1.9M Buy
11,519
+6,002
+109% +$895K 2.28% 14
2019
Q4 		$747K Buy
+5,517
New +$768K 0.76% 36

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Copperleaf Capital's TLT Position: Q3 2025 in Review

Copperleaf Capital sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 2,619 shares — an estimated $231K sold.

Copperleaf Capital first reported a position in TLT in Q4 2019 and held it in 12 quarters. The position peaked at $1.9M in Q1 2020. 1,094 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Copperleaf Capital reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Copperleaf Capital sold 2,619 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $231K.
  • Copperleaf Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 12 quarters.
  • Copperleaf Capital's iShares 20+ Year Treasury Bond ETF position peaked at $1.9M in Q1 2020.
  • 1,094 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.