E Fund Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

E Fund 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 Q2	$725K	Sell	8,218 -6,112	-43%	-$533K	0.03%	195
2025 Q1	$1.3M	Sell	14,330 -32,407	-69%	-$2.88M	0.06%	144
2024 Q4	$4.08M	Sell	46,737 -5,904	-11%	-$543K	0.2%	62
2024 Q3	$5.16M	Buy	52,641 +41,831	+387%	+$4.03M	0.27%	39
2024 Q2	$992K	Buy	+10,810	New	+$985K	0.05%	129

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

E Fund Management's TLT Position: Q2 2025 in Review

E Fund Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 43% in Q2 2025, selling an estimated $533K and leaving 8,218 shares worth $725K. The position accounts for 0.03% of the portfolio, ranked #195.

E Fund Management first reported a position in TLT in Q2 2024 and has held it in 5 quarters since. The position peaked at $5.16M in Q3 2024. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

E Fund Management held 8,218 shares of iShares 20+ Year Treasury Bond ETF worth $725K as of Q2 2025.
E Fund Management sold 6,112 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $533K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of E Fund Management's portfolio in Q2 2025, its #195 holding.
E Fund Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 5 quarters since.
E Fund Management's iShares 20+ Year Treasury Bond ETF position peaked at $5.16M in Q3 2024.
1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on E Fund Management's 13F filing for Q2 2025, filed 15 Aug 2025.