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Heritage Wealth Architects’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Heritage Wealth Architects’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
-17,416
Closed -$1.56M – 75
2025
Q3 		$1.56M Buy
17,416
+1,479
+9% +$129K 0.96% 18
2025
Q2 		$1.41M Sell
15,937
-11,525
-42% -$1M 1.04% 20
2025
Q1 		$2.5M Buy
+27,462
New +$2.44M 2.43% 9

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
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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heritage Wealth Architects's TLT Position: Q4 2025 in Review

Heritage Wealth Architects sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 17,416 shares — an estimated $1.56M sold.

Heritage Wealth Architects first reported a position in TLT in Q1 2025 and held it in 3 quarters. The position peaked at $2.5M in Q1 2025. 1,152 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Heritage Wealth Architects reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Architects sold 17,416 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $1.56M.
  • Heritage Wealth Architects first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and held it in 3 quarters.
  • Heritage Wealth Architects's iShares 20+ Year Treasury Bond ETF position peaked at $2.5M in Q1 2025.
  • 1,152 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Heritage Wealth Architects's 13F filing for Q4 2025, filed 26 Jan 2026.