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DOHJ LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

DOHJ LLC’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
Q1 		– Sell
-7,607
Closed -$664K – 156
2024
Q4 		$664K Buy
7,607
+2,463
+48% +$227K 0.15% 100
2024
Q3 		$502K Buy
+5,144
New +$496K 0.12% 111
2021
Q1 		– Sell
-1,700
Closed -$254K – 101
2020
Q4 		$254K Buy
1,700
+152
+10% +$24.1K 0.15% 74
2020
Q3 		$250K Buy
1,548
+162
+12% +$26.9K 0.16% 75
2020
Q2 		$238K Buy
+1,386
New +$228K 0.16% 64

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DOHJ LLC's TLT Position: Q1 2025 in Review

DOHJ LLC sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 7,607 shares — an estimated $664K sold.

DOHJ LLC first reported a position in TLT in Q2 2020 and held it in 5 quarters. The position peaked at $664K in Q4 2024. 1,180 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • DOHJ LLC reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • DOHJ LLC sold 7,607 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $664K.
  • DOHJ LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and held it in 5 quarters.
  • DOHJ LLC's iShares 20+ Year Treasury Bond ETF position peaked at $664K in Q4 2024.
  • 1,180 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on DOHJ LLC's 13F filing for Q1 2025, filed 17 Apr 2025.