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

Future You 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 		$1.36M Buy
15,402
+2,450
+19% +$214K 0.74% 19
2025
Q1 		$1.18M Buy
12,952
+5,687
+78% +$506K 0.76% 18
2024
Q4 		$634K Buy
+7,265
New +$669K 0.45% 27

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 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 $1.28T AUM 58.89% 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 $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Future You Wealth's TLT Position: Q2 2025 in Review

Future You Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 19% in Q2 2025, buying an estimated $214K and bringing the position to 15,402 shares worth $1.36M. The position accounts for 0.74% of the portfolio, ranked #19.

Future You Wealth first reported a position in TLT in Q4 2024 and has held it in 3 quarters since. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Future You Wealth held 15,402 shares of iShares 20+ Year Treasury Bond ETF worth $1.36M as of Q2 2025.
  • Future You Wealth bought 2,450 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $214K.
  • iShares 20+ Year Treasury Bond ETF made up 0.74% of Future You Wealth's portfolio in Q2 2025, its #19 holding.
  • Future You Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.