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Herold Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Herold Advisors’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
-7,245
Closed -$639K – 309
2025
Q2 		$639K Buy
7,245
+1,916
+36% +$167K 0.13% 165
2025
Q1 		$485K Sell
5,329
-338
-6% -$30.1K 0.11% 184
2024
Q4 		$495K Sell
5,667
-363
-6% -$33.4K 0.11% 183
2024
Q3 		$592K Buy
6,030
+1,644
+37% +$159K 0.13% 174
2024
Q2 		$403K Buy
4,386
+795
+22% +$72.4K 0.09% 198
2024
Q1 		$340K Sell
3,591
-81
-2% -$7.66K 0.08% 208
2023
Q4 		$363K Sell
3,672
-318
-8% -$28.7K 0.1% 189
2023
Q3 		$354K Buy
3,990
+580
+17% +$55.7K 0.11% 188
2023
Q2 		$351K Hold
3,410
– – 0.11% 185
2023
Q1 		$363K Buy
+3,410
New +$357K 0.13% 165
2022
Q2 		– Sell
-100
Closed -$13.2K – 630
2022
Q1 		$13.2K Buy
+100
New +$13.8K ﹤0.01% 564
2021
Q4 		– Sell
-100
Closed -$14K – 605
2021
Q3 		$14K Buy
+100
New +$14.8K 0.01% 562

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

Herold Advisors's TLT Position: Q3 2025 in Review

Herold Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 7,245 shares — an estimated $639K sold.

Herold Advisors first reported a position in TLT in Q3 2021 and held it in 12 quarters. The position peaked at $639K in Q2 2025. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Herold Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Herold Advisors sold 7,245 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $639K.
  • Herold Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and held it in 12 quarters.
  • Herold Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $639K in Q2 2025.
  • 1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.