Eschler Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Eschler Asset 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	–	Sell	-17,433	Closed	-$1.59M	–	74
2025 Q1	$1.59M	Buy	+17,433	New	+$1.55M	3.93%	7
2024 Q3	–	Sell	-10,135	Closed	-$930K	–	77
2024 Q2	$930K	Sell	10,135 -2,765	-21%	-$252K	0.73%	23
2024 Q1	$1.22M	Buy	+12,900	New	+$1.22M	0.79%	31
2023 Q4	–	Sell	-15,900	Closed	-$1.41M	–	102
2023 Q3	$1.41M	Buy	15,900 +7,121	+81%	+$684K	1.65%	14
2023 Q2	$904K	Sell	8,779 -19,180	-69%	-$1.99M	1.28%	17
2023 Q1	$2.97M	Buy	27,959 +23,742	+563%	+$2.48M	2.35%	12
2022 Q4	$420K	Buy	+4,217	New	+$425K	0.8%	30
2022 Q3	–	Sell	-4,150	Closed	-$477K	–	51
2022 Q2	$477K	Buy	+4,150	New	+$489K	0.97%	23

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Eschler Asset Management's TLT Position: Q2 2025 in Review

Eschler Asset Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 17,433 shares — an estimated $1.59M sold.

Eschler Asset Management first reported a position in TLT in Q2 2022 and held it in 8 quarters. The position peaked at $2.97M in Q1 2023. 1,103 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

Eschler Asset Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Eschler Asset Management sold 17,433 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $1.59M.
Eschler Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and held it in 8 quarters.
Eschler Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.97M in Q1 2023.
1,103 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Eschler Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.