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Graypoint LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Graypoint LLC’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 		$3.26M Sell
36,921
-5,766
-14% -$503K 0.18% 99
2025
Q1 		$3.89M Buy
42,687
+3,083
+8% +$274K 0.24% 81
2024
Q4 		$3.46M Buy
39,604
+30,676
+344% +$2.82M 0.21% 82
2024
Q3 		$876K Buy
+8,928
New +$861K 0.06% 204

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
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

Graypoint LLC's TLT Position: Q2 2025 in Review

Graypoint LLC reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 14% in Q2 2025, selling an estimated $503K and leaving 36,921 shares worth $3.26M. The position accounts for 0.18% of the portfolio, ranked #99.

Graypoint LLC first reported a position in TLT in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.89M in Q1 2025. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Graypoint LLC held 36,921 shares of iShares 20+ Year Treasury Bond ETF worth $3.26M as of Q2 2025.
  • Graypoint LLC sold 5,766 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $503K.
  • iShares 20+ Year Treasury Bond ETF made up 0.18% of Graypoint LLC's portfolio in Q2 2025, its #99 holding.
  • Graypoint LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • Graypoint LLC's iShares 20+ Year Treasury Bond ETF position peaked at $3.89M in Q1 2025.
  • 1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.