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Iams Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Iams Wealth Management’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
2023
Q3 		– Sell
-4,736
Closed -$481K – 221
2023
Q2 		$481K Buy
+4,736
New +$491K 0.18% 95

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Iams Wealth Management's TLT Position: Q2 2025 in Review

Iams Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 7,622 shares — an estimated $694K sold.

Iams Wealth Management first reported a position in TLT in Q4 2023 and held it in 3 quarters. The position peaked at $1.01M in Q4 2023. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Iams Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Iams Wealth Management sold 7,622 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $694K.
  • Iams Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 3 quarters.
  • Iams Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.01M in Q4 2023.
  • 1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Iams Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.