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Deane Retirement Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Deane Retirement Strategies’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
Q2 		– Sell
-244,245
Closed -$22.2M – 77
2025
Q1 		$22.2M Buy
244,245
+7,047
+3% +$627K 10.59% 1
2024
Q4 		$20.7M Buy
+237,198
New +$21.8M 10.42% 1
2023
Q3 		– Sell
-105,563
Closed -$10.9M – 71
2023
Q2 		$10.9M Buy
+105,563
New +$11M 5.95% 5
2020
Q4 		– Sell
-134,522
Closed -$22M – 80
2020
Q3 		$22M Buy
134,522
+2,858
+2% +$474K 14.91% 1
2020
Q2 		$21.6M Buy
131,664
+24,568
+23% +$4.04M 15.75% 1
2020
Q1 		$17.7M Sell
107,096
-137,395
-56% -$20.5M 13.08% 2
2019
Q4 		$33.1M Buy
244,491
+3,649
+2% +$508K 22.67% 1
2019
Q3 		$34.5M Buy
240,842
+9,653
+4% +$1.34M 24.58% 1
2019
Q2 		$30.7M Buy
231,189
+93,743
+68% +$11.9M 26.21% 1
2019
Q1 		$17.4M Buy
137,446
+51,329
+60% +$6.24M 15.16% 1
2018
Q4 		$10.5M Buy
+86,117
New +$9.97M 9.51% 3
2017
Q4 		– Sell
-835
Closed -$104K – 71
2017
Q3 		$104K Sell
835
-152,887
-99% -$19.2M 0.1% 43
2017
Q2 		$19.2M Buy
153,722
+77,255
+101% +$9.55M 15.42% 1
2017
Q1 		$9.23M Buy
76,467
+35,886
+88% +$4.31M 7.66% 3
2016
Q4 		$4.83M Buy
+40,581
New +$5.08M 4.32% 5
2016
Q3 		– Sell
-194,171
Closed -$26.9M – 55
2016
Q2 		$27M Sell
194,171
-5,149
-3% -$679K 24.7% 1
2016
Q1 		$26M Sell
199,320
-27,996
-12% -$3.59M 24.34% 1
2015
Q4 		$27.4M Buy
227,316
+273
+0.1% +$33.3K 27.8% 1
2015
Q3 		$28M Buy
227,043
+42,622
+23% +$5.17M 27.36% 1
2015
Q2 		$0 Sell
184,421
-868,429
-82% -$107M ﹤0.01% 56
2015
Q1 		$26.3M Buy
1,052,850
+890,512
+549% +$116M 25.28% 1
2014
Q4 		$20.4M Buy
+162,338
New +$19.7M 19.66% 1

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deane Retirement Strategies's TLT Position: Q2 2025 in Review

Deane Retirement Strategies sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 244,245 shares — an estimated $22.2M sold.

Deane Retirement Strategies first reported a position in TLT in Q4 2014 and held it in 22 quarters. The position peaked at $34.5M in Q3 2019. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Deane Retirement Strategies reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Deane Retirement Strategies sold 244,245 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $22.2M.
  • Deane Retirement Strategies first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2014 and held it in 22 quarters.
  • Deane Retirement Strategies's iShares 20+ Year Treasury Bond ETF position peaked at $34.5M in Q3 2019.
  • 1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Deane Retirement Strategies's 13F filing for Q2 2025, filed 11 Jul 2025.