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Michael J. Porro & Co. Financial Advisors, Inc.’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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 		$1.29M Buy
+14,770
New +$1.32M 1.08% 30

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Michael J. Porro & Co. Financial Advisors, Inc.'s TLT Position: Q4 2025 in Review

Michael J. Porro & Co. Financial Advisors, Inc. opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025: 14,770 shares worth $1.29M. The stake represents 1.08% of the portfolio and ranks #30 among its holdings.

1,155 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Michael J. Porro & Co. Financial Advisors, Inc. held 14,770 shares of iShares 20+ Year Treasury Bond ETF worth $1.29M as of Q4 2025.
  • iShares 20+ Year Treasury Bond ETF was a new Michael J. Porro & Co. Financial Advisors, Inc. position in Q4 2025.
  • iShares 20+ Year Treasury Bond ETF made up 1.08% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q4 2025, its #30 holding.
  • 1,155 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q4 2025, filed 8 Oct 2026.