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

High Falls 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
Q4 		$819K Buy
9,399
+6,523
+227% +$583K 0.17% 50
2025
Q3 		$257K Sell
2,876
-485
-14% -$42.4K 0.05% 128
2025
Q2 		$297K Sell
3,361
-2,016
-37% -$176K 0.07% 108
2025
Q1 		$489K Sell
5,377
-72,643
-93% -$6.47M 0.11% 64
2024
Q4 		$6.81M Buy
78,020
+8,463
+12% +$779K 1.58% 15
2024
Q3 		$6.82M Sell
69,557
-19,507
-22% -$1.88M 1.56% 15
2024
Q2 		$8.17M Buy
89,064
+2,966
+3% +$270K 1.99% 14
2024
Q1 		$8.15M Sell
86,098
-17,004
-16% -$1.61M 2.05% 12
2023
Q4 		$10.2M Buy
103,102
+6,222
+6% +$562K 2.73% 9
2023
Q3 		$8.59M Buy
96,880
+91,648
+1,752% +$8.81M 2.58% 9
2023
Q2 		$539K Sell
5,232
-2,068
-28% -$215K 0.15% 51
2023
Q1 		$777K Buy
7,300
+1,023
+16% +$107K 0.23% 35
2022
Q4 		$625K Sell
6,277
-998
-14% -$101K 0.19% 50
2022
Q3 		$745K Buy
7,275
+4,064
+127% +$458K 0.24% 40
2022
Q2 		$369K Sell
3,211
-410
-11% -$48.3K 0.11% 75
2022
Q1 		$478K Buy
3,621
+1,153
+47% +$159K 0.13% 69
2021
Q4 		$366K Buy
2,468
+107
+5% +$15.8K 0.09% 88
2021
Q3 		$341K Buy
+2,361
New +$351K 0.09% 92
2021
Q1 		– Sell
-8,135
Closed -$1.28M – 120
2020
Q4 		$1.28M Buy
+8,135
New +$1.29M 0.37% 37
2020
Q3 		– Sell
-5,098
Closed -$836K – 84
2020
Q2 		$836K Buy
5,098
+3,727
+272% +$614K 0.31% 41
2020
Q1 		$226K Sell
1,371
-821
-37% -$122K 0.09% 73
2019
Q4 		$297K Buy
+2,192
New +$305K 0.08% 80
2016
Q2 		– Sell
-5,479
Closed -$716K – 165
2016
Q1 		$716K Buy
+5,479
New +$702K 0.25% 46

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

High Falls Advisors's TLT Position: Q4 2025 in Review

High Falls Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 227% in Q4 2025, buying an estimated $583K and bringing the position to 9,399 shares worth $819K. The position accounts for 0.17% of the portfolio, ranked #50.

High Falls Advisors first reported a position in TLT in Q1 2016 and has held it in 23 quarters since. The position peaked at $10.2M in Q4 2023. 1,145 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • High Falls Advisors held 9,399 shares of iShares 20+ Year Treasury Bond ETF worth $819K as of Q4 2025.
  • High Falls Advisors bought 6,523 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $583K.
  • iShares 20+ Year Treasury Bond ETF made up 0.17% of High Falls Advisors's portfolio in Q4 2025, its #50 holding.
  • High Falls Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and has held it in 23 quarters since.
  • High Falls Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $10.2M in Q4 2023.
  • 1,145 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.