Custos Family Office’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Custos Family Office’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	$6.85M	Sell	78,580 -23,420	-23%	-$2.09M	4.68%	8
2025 Q3	$9.12M	Sell	102,000 -83,101	-45%	-$7.27M	5.15%	7
2025 Q2	$16.3M	Buy	185,101 +104,368	+129%	+$9.1M	5.21%	7
2025 Q1	$7.35M	Buy	80,733 +113	+0.1%	+$10.1K	2.61%	12
2024 Q4	$7.04M	Buy	80,620 +6,519	+9%	+$600K	2.46%	14
2024 Q3	$7.27M	Buy	74,101 +1,988	+3%	+$192K	2.63%	12
2024 Q2	$6.62M	Buy	72,113 +10,381	+17%	+$946K	2.64%	12
2024 Q1	$5.84M	Buy	61,732 +2,097	+4%	+$198K	3.01%	11
2023 Q4	$5.9M	Buy	+59,635	New	+$5.39M	3.06%	12

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 $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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 $269B AUM 31.4% 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

Custos Family Office's TLT Position: Q4 2025 in Review

Custos Family Office reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 23% in Q4 2025, selling an estimated $2.09M and leaving 78,580 shares worth $6.85M. The position accounts for 4.68% of the portfolio, ranked #8.

Custos Family Office first reported a position in TLT in Q4 2023 and has held it in 9 quarters since. The position peaked at $16.3M in Q2 2025. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

Custos Family Office held 78,580 shares of iShares 20+ Year Treasury Bond ETF worth $6.85M as of Q4 2025.
Custos Family Office sold 23,420 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $2.09M.
iShares 20+ Year Treasury Bond ETF made up 4.68% of Custos Family Office's portfolio in Q4 2025, its #8 holding.
Custos Family Office first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
Custos Family Office's iShares 20+ Year Treasury Bond ETF position peaked at $16.3M in Q2 2025.
1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.