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Fairvoy Private Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Fairvoy Private Wealth’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
-4,012
Closed -$365K – 188
2025
Q1 		$365K Buy
4,012
+843
+27% +$75K 0.1% 136
2024
Q4 		$277K Buy
+3,169
New +$292K 0.07% 152

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

Fairvoy Private Wealth's TLT Position: Q2 2025 in Review

Fairvoy Private Wealth sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 4,012 shares — an estimated $365K sold.

Fairvoy Private Wealth first reported a position in TLT in Q4 2024 and held it in 2 quarters. The position peaked at $365K in Q1 2025. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Fairvoy Private Wealth reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Fairvoy Private Wealth sold 4,012 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $365K.
  • Fairvoy Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • Fairvoy Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $365K in Q1 2025.
  • 1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Fairvoy Private Wealth's 13F filing for Q2 2025, filed 21 Jul 2025.