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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
-289
Closed -$26.4K – 529
2025
Q1 		$26.4K Buy
289
+2
+0.7% +$178 0.01% 319
2024
Q4 		$25.1K Buy
287
+4
+1% +$368 0.01% 322
2024
Q3 		$27.9K Buy
283
+2
+0.7% +$193 0.01% 265
2024
Q2 		$25.8K Buy
281
+2
+0.7% +$182 0.01% 247
2024
Q1 		$26.5K Sell
279
-120
-30% -$11.3K 0.02% 238
2023
Q4 		$39.5K Sell
399
-55,063
-99% -$4.98M 0.02% 200
2023
Q3 		$4.92M Buy
55,462
+54,847
+8,918% +$5.27M 3.54% 6
2023
Q2 		$1.78K Buy
615
+598
+3,518% +$62K ﹤0.01% 248
2023
Q1 		$1.83K Sell
17
-217
-93% -$22.7K ﹤0.01% 280
2022
Q4 		$23.3K Buy
+234
New +$23.6K 0.02% 188

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 $303B AUM 53.02% 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 $6.73T AUM 46.02% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TLT Position: Q2 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 289 shares — an estimated $26.4K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TLT in Q4 2022 and held it in 10 quarters. The position peaked at $4.92M in Q3 2023. 1,103 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 289 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $26.4K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 10 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares 20+ Year Treasury Bond ETF position peaked at $4.92M in Q3 2023.
  • 1,103 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2025, filed 7 Aug 2026.