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

FullCircle 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
Q3 		$275K Sell
3,055
-33
-1% -$2.89K 0.1% 207
2025
Q2 		$272K Buy
+3,088
New +$269K 0.1% 211
2025
Q1 		– Sell
-8,887
Closed -$788K – 264
2024
Q4 		$788K Buy
8,887
+1,537
+21% +$141K 0.32% 100
2024
Q3 		$675K Sell
7,350
-1,106
-13% -$107K 0.3% 108
2024
Q2 		$774K Buy
+8,456
New +$771K 0.38% 90

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FullCircle Wealth's TLT Position: Q3 2025 in Review

FullCircle Wealth reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.1% in Q3 2025, selling an estimated $2.89K and leaving 3,055 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #207.

FullCircle Wealth first reported a position in TLT in Q2 2024 and has held it in 5 quarters since. The position peaked at $788K in Q4 2024. 1,094 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • FullCircle Wealth held 3,055 shares of iShares 20+ Year Treasury Bond ETF worth $275K as of Q3 2025.
  • FullCircle Wealth sold 33 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $2.89K.
  • iShares 20+ Year Treasury Bond ETF made up 0.1% of FullCircle Wealth's portfolio in Q3 2025, its #207 holding.
  • FullCircle Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • FullCircle Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $788K in Q4 2024.
  • 1,094 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.