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

Flagship 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	-13,222	Closed	-$1.2M	–	109
2025 Q1	$1.2M	Buy	+13,222	New	+$1.18M	0.57%	34
2024 Q4	–	Sell	-19,365	Closed	-$1.9M	–	105
2024 Q3	$1.9M	Buy	+19,365	New	+$1.87M	0.98%	25
2021 Q3	–	Sell	-185	Closed	-$27.4K	–	278
2021 Q2	$27.4K	Hold	185	–	–	0.02%	175
2021 Q1	$25.4K	Hold	185	–	–	0.02%	156
2020 Q4	$28.5K	Buy	+185	New	+$29.4K	0.03%	147

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 $235B AUM 32.99% 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

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

Flagship Private Wealth sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 13,222 shares — an estimated $1.2M sold.

Flagship Private Wealth first reported a position in TLT in Q4 2020 and held it in 5 quarters. The position peaked at $1.9M in Q3 2024. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

Flagship Private Wealth reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Flagship Private Wealth sold 13,222 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $1.2M.
Flagship Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 5 quarters.
Flagship Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $1.9M in Q3 2024.
1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

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