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HB Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

HB Wealth Management’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 		– Sell
-3,223
Closed -$288K – 1452
2025
Q3 		$288K Sell
3,223
-1,646
-34% -$144K ﹤0.01% 1097
2025
Q2 		$430K Buy
4,869
+1,295
+36% +$113K ﹤0.01% 799
2025
Q1 		$325K Buy
+3,574
New +$318K ﹤0.01% 931
2024
Q4 		– Sell
-2,209
Closed -$217K – 1118
2024
Q3 		$217K Sell
2,209
-2,246
-50% -$217K ﹤0.01% 867
2024
Q2 		$409K Sell
4,455
-32,634
-88% -$2.97M ﹤0.01% 607
2024
Q1 		$3.51M Buy
+37,089
New +$3.51M 0.04% 179
2023
Q4 		– Sell
-4,554
Closed -$404K – 826
2023
Q3 		$404K Buy
4,554
+1,742
+62% +$167K 0.01% 491
2023
Q2 		$289K Sell
2,812
-1,672
-37% -$173K ﹤0.01% 555
2023
Q1 		$477K Sell
4,484
-515
-10% -$53.9K 0.01% 422
2022
Q4 		$498K Buy
4,999
+2,190
+78% +$221K 0.01% 394
2022
Q3 		$288K Buy
+2,809
New +$316K 0.01% 449
2022
Q1 		– Sell
-19,219
Closed -$2.85M – 620
2021
Q4 		$2.85M Buy
+19,219
New +$2.83M 0.06% 132

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 $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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

HB Wealth Management's TLT Position: Q4 2025 in Review

HB Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 3,223 shares — an estimated $288K sold.

HB Wealth Management first reported a position in TLT in Q4 2021 and held it in 12 quarters. The position peaked at $3.51M in Q1 2024. 1,145 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • HB Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • HB Wealth Management sold 3,223 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $288K.
  • HB Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 12 quarters.
  • HB Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.51M in Q1 2024.
  • 1,145 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on HB Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.