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

Crew Capital 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
Q4 		– Sell
-3,080
Closed -$275K – 117
2025
Q3 		$275K Sell
3,080
-177
-5% -$15.5K 0.18% 96
2025
Q2 		$287K Buy
3,257
+872
+37% +$76K 0.21% 95
2025
Q1 		$217K Sell
2,385
-360
-13% -$32K 0.18% 141
2024
Q4 		$240K Sell
2,745
-61,789
-96% -$5.69M 0.2% 127
2024
Q3 		$6.33M Buy
+64,534
New +$6.22M 5.06% 3
2022
Q4 		– Sell
-9,701
Closed -$994K – 95
2022
Q3 		$994K Sell
9,701
-464
-5% -$52.2K 1.35% 20
2022
Q2 		$1.17M Sell
10,165
-33
-0.3% -$3.89K 1.47% 19
2022
Q1 		$1.35M Sell
10,198
-19
-0.2% -$2.62K 1.3% 22
2021
Q4 		$1.51M Sell
10,217
-265
-3% -$39.1K 1.28% 25
2021
Q3 		$1.51M Sell
10,482
-100
-0.9% -$14.8K 1.41% 22
2021
Q2 		$1.53M Sell
10,582
-250
-2% -$34.9K 1.43% 22
2021
Q1 		$1.47M Buy
+10,832
New +$1.57M 1.46% 21

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Crew Capital Management's TLT Position: Q4 2025 in Review

Crew Capital Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 3,080 shares — an estimated $275K sold.

Crew Capital Management first reported a position in TLT in Q1 2021 and held it in 12 quarters. The position peaked at $6.33M in Q3 2024. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Crew Capital Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Crew Capital Management sold 3,080 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $275K.
  • Crew Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and held it in 12 quarters.
  • Crew Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $6.33M in Q3 2024.
  • 1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Crew Capital Management's 13F filing for Q4 2025, filed 16 Jan 2026.