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HM Payson & Co’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

HM Payson & Co’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
Q1 		– Sell
-60
Closed -$5.24K – 1080
2024
Q4 		$5.24K Buy
+60
New +$5.52K ﹤0.01% 896
2024
Q2 		– Sell
-511
Closed -$48.4K – 1030
2024
Q1 		$48.4K Sell
511
-89
-15% -$8.42K ﹤0.01% 600
2023
Q4 		$59.3K Buy
+600
New +$54.2K ﹤0.01% 563
2022
Q2 		– Sell
-43
Closed -$6K – 1139
2022
Q1 		$6K Buy
+43
New +$5.93K ﹤0.01% 894

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HM Payson & Co's TLT Position: Q1 2025 in Review

HM Payson & Co sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 60 shares — an estimated $5.24K sold.

HM Payson & Co first reported a position in TLT in Q1 2022 and held it in 4 quarters. The position peaked at $59.3K in Q4 2023. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • HM Payson & Co reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • HM Payson & Co sold 60 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $5.24K.
  • HM Payson & Co first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and held it in 4 quarters.
  • HM Payson & Co's iShares 20+ Year Treasury Bond ETF position peaked at $59.3K in Q4 2023.
  • 1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on HM Payson & Co's 13F filing for Q1 2025, filed 29 Apr 2025.