FGC
TLT icon

Financial Gravity Companies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Financial Gravity Companies’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 		$1.68K Buy
+19
New +$1.66K ﹤0.01% 767
2024
Q4 		$9.08K Sell
104
-40
-28% -$3.68K ﹤0.01% 578
2024
Q3 		$14.1K Buy
+144
New +$13.9K ﹤0.01% 310
2018
Q4 		$2.48M Buy
+20,527
New +$2.38M 2.26% 5
2018
Q1 		$1.25M Buy
10,526
+1,926
+22% +$233K 1.28% 14
2017
Q4 		$1.06M Buy
+8,600
New +$1.08M 1.21% 17

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

Financial Gravity Companies's TLT Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025: 19 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #767 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in TLT as recently as Q4 2024.

Financial Gravity Companies first reported a position in TLT in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.48M in Q4 2018. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Financial Gravity Companies held 19 shares of iShares 20+ Year Treasury Bond ETF worth $1.68K as of Q2 2025.
  • iShares 20+ Year Treasury Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #767 holding.
  • Financial Gravity Companies first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's iShares 20+ Year Treasury Bond ETF position peaked at $2.48M in Q4 2018.
  • 1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.