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Global Financial Private Client’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Global Financial Private Client’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
-14,716
Closed -$1.34M – 1462
2025
Q1 		$1.34M Sell
14,716
-785
-5% -$69.9K 0.51% 49
2024
Q4 		$1.35M Buy
15,501
+760
+5% +$70K 0.51% 53
2024
Q3 		$1.45M Buy
14,741
+982
+7% +$94.7K 0.56% 45
2024
Q2 		$1.26M Buy
13,759
+3,873
+39% +$353K 0.53% 54
2024
Q1 		$915K Buy
9,886
+1,989
+25% +$188K 0.39% 70
2023
Q4 		$781K Buy
7,897
+7,045
+827% +$637K 0.37% 78
2023
Q3 		$74.1K Buy
+852
New +$81.9K 0.04% 245
2021
Q1 		– Sell
-98
Closed -$15.5K – 591
2020
Q4 		$15.5K Buy
+98
New +$15.6K 0.01% 283
2020
Q3 		– Sell
-285
Closed -$46.6K – 517
2020
Q2 		$46.6K Hold
285
– – 0.04% 216
2020
Q1 		$47.6K Sell
285
-63
-18% -$9.39K 0.05% 216
2019
Q4 		$47.1K Buy
+348
New +$48.4K 0.04% 249

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

Global Financial Private Client's TLT Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 14,716 shares — an estimated $1.34M sold.

Global Financial Private Client first reported a position in TLT in Q4 2019 and held it in 11 quarters. The position peaked at $1.45M in Q3 2024. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Global Financial Private Client reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 14,716 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $1.34M.
  • Global Financial Private Client first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 11 quarters.
  • Global Financial Private Client's iShares 20+ Year Treasury Bond ETF position peaked at $1.45M in Q3 2024.
  • 1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.