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Greenberg Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Greenberg Financial Group’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
Q4 		$6.62M Buy
+75,971
New +$6.79M 2.73% 12
2025
Q2 		$5.97M Buy
69,024
+496
+0.7% +$43.2K 2.21% 14
2025
Q1 		$5.94M Buy
+68,528
New +$6.1M 2.45% 14

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Greenberg Financial Group's TLT Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025: 75,971 shares worth $6.62M. The stake represents 2.73% of the portfolio and ranks #12 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in TLT as recently as Q2 2025.

Greenberg Financial Group first reported a position in TLT in Q1 2025 and has held it in 3 quarters since. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Greenberg Financial Group held 75,971 shares of iShares 20+ Year Treasury Bond ETF worth $6.62M as of Q4 2025.
  • iShares 20+ Year Treasury Bond ETF was a new Greenberg Financial Group position in Q4 2025.
  • iShares 20+ Year Treasury Bond ETF made up 2.73% of Greenberg Financial Group's portfolio in Q4 2025, its #12 holding.
  • Greenberg Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.