Financial Counselors Inc’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Financial Counselors Inc’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	-6,822	Closed	-$621K	–	477
2025 Q1	$621K	Buy	6,822 +1,242	+22%	+$111K	0.01%	386
2024 Q4	$487K	Sell	5,580 -409	-7%	-$37.6K	0.01%	414
2024 Q3	$588K	Sell	5,989 -1,609	-21%	-$155K	0.01%	406
2024 Q2	$697K	Buy	7,598 +269	+4%	+$24.5K	0.01%	360
2024 Q1	$693K	Buy	7,329 +5,213	+246%	+$493K	0.01%	368
2023 Q4	$209K	Buy	+2,116	New	+$191K	﹤0.01%	544

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

Financial Counselors Inc's TLT Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 6,822 shares — an estimated $621K sold.

Financial Counselors Inc first reported a position in TLT in Q4 2023 and held it in 6 quarters. The position peaked at $697K in Q2 2024. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

Financial Counselors Inc reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 6,822 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $621K.
Financial Counselors Inc first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
Financial Counselors Inc's iShares 20+ Year Treasury Bond ETF position peaked at $697K in Q2 2024.
1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.