Eagle Global Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Eagle Global Advisors’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	–	Sell	-4,168	Closed	-$372K	–	295
2025 Q3	$372K	Buy	4,168 +125	+3%	+$10.9K	0.01%	232
2025 Q2	$357K	Hold	4,043	–	–	0.01%	218
2025 Q1	$368K	Sell	4,043 -340	-8%	-$30.3K	0.02%	220
2024 Q4	$383K	Sell	4,383 -582	-12%	-$53.6K	0.02%	212
2024 Q3	$487K	Sell	4,965 -1,550	-24%	-$149K	0.02%	181
2024 Q2	$598K	Sell	6,515 -200	-3%	-$18.2K	0.03%	166
2024 Q1	$635K	Hold	6,715	–	–	0.04%	160
2023 Q4	$664K	Buy	6,715 +240	+4%	+$21.7K	0.04%	159
2023 Q3	$574K	Buy	6,475 +310	+5%	+$29.8K	0.04%	162
2023 Q2	$635K	Sell	6,165 -175	-3%	-$18.2K	0.04%	158
2023 Q1	$674K	Hold	6,340	–	–	0.05%	152
2022 Q4	$631K	Buy	6,340 +1,965	+45%	+$198K	0.04%	152
2022 Q3	$448K	Buy	+4,375	New	+$493K	0.03%	162

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

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

Citigroup New York $303B AUM 53.02% 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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Eagle Global Advisors's TLT Position: Q4 2025 in Review

Eagle Global Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 4,168 shares — an estimated $372K sold.

Eagle Global Advisors first reported a position in TLT in Q3 2022 and held it in 13 quarters. The position peaked at $674K in Q1 2023. 1,155 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

Eagle Global Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Eagle Global Advisors sold 4,168 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $372K.
Eagle Global Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and held it in 13 quarters.
Eagle Global Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $674K in Q1 2023.
1,155 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Eagle Global Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.