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

Gries Financial’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	$264K	Sell	2,955 -1,534	-34%	-$134K	0.04%	256
2025 Q2	$396K	Sell	4,489 -1,919	-30%	-$167K	0.07%	189
2025 Q1	$583K	Sell	6,408 -30,972	-83%	-$2.76M	0.11%	149
2024 Q4	$3.26M	Sell	37,380 -15,656	-30%	-$1.44M	0.58%	32
2024 Q3	$5.2M	Buy	53,036 +1,300	+3%	+$125K	0.97%	16
2024 Q2	$4.75M	Buy	51,736 +170	+0.3%	+$15.5K	0.98%	14
2024 Q1	$4.88M	Sell	51,566 -18,358	-26%	-$1.74M	0.82%	20
2023 Q4	$6.91M	Buy	69,924 +1,151	+2%	+$104K	1.52%	12
2023 Q3	$6.1M	Buy	+68,773	New	+$6.61M	1.64%	9

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Gries Financial's TLT Position: Q3 2025 in Review

Gries Financial reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 34% in Q3 2025, selling an estimated $134K and leaving 2,955 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #256.

Gries Financial first reported a position in TLT in Q3 2023 and has held it in 9 quarters since. The position peaked at $6.91M in Q4 2023. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

Gries Financial held 2,955 shares of iShares 20+ Year Treasury Bond ETF worth $264K as of Q3 2025.
Gries Financial sold 1,534 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $134K.
iShares 20+ Year Treasury Bond ETF made up 0.04% of Gries Financial's portfolio in Q3 2025, its #256 holding.
Gries Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 9 quarters since.
Gries Financial's iShares 20+ Year Treasury Bond ETF position peaked at $6.91M in Q4 2023.
1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.