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Heritage Family Offices’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Heritage Family Offices’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 		– Sell
-2,628
Closed -$237K – 205
2025
Q2 		$237K Hold
2,628
– – 0.12% 154
2025
Q1 		$239K Buy
2,628
+118
+5% +$10.5K 0.12% 152
2024
Q4 		$219K Buy
2,510
+160
+7% +$14.7K 0.11% 172
2024
Q3 		$231K Buy
+2,350
New +$227K 0.12% 162

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Heritage Family Offices's TLT Position: Q3 2025 in Review

Heritage Family Offices sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 2,628 shares — an estimated $237K sold.

Heritage Family Offices first reported a position in TLT in Q3 2024 and held it in 4 quarters. The position peaked at $239K in Q1 2025. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Heritage Family Offices reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Heritage Family Offices sold 2,628 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $237K.
  • Heritage Family Offices first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and held it in 4 quarters.
  • Heritage Family Offices's iShares 20+ Year Treasury Bond ETF position peaked at $239K in Q1 2025.
  • 1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Heritage Family Offices's 13F filing for Q3 2025, filed 7 Oct 2025.