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

Icon Wealth 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	-9,394	Closed	-$829K	–	550
2025 Q2	$829K	Buy	9,394 +8,142	+650%	+$710K	0.06%	191
2025 Q1	$114K	Sell	1,252 -61,485	-98%	-$5.47M	0.01%	458
2024 Q4	$5.48M	Buy	62,737 +5,830	+10%	+$537K	0.45%	47
2024 Q3	$5.58M	Sell	56,907 -23,790	-29%	-$2.29M	0.46%	44
2024 Q2	$7.65M	Buy	80,697 +3,704	+5%	+$338K	0.68%	28
2024 Q1	$7.29M	Sell	76,993 -13,124	-15%	-$1.24M	0.68%	26
2023 Q4	$8.91M	Buy	+90,117	New	+$8.14M	0.93%	21
2022 Q4	$2.77M	Sell	27,832 -3,413	-11%	-$344K	0.32%	74
2022 Q3	$3.2M	Buy	+31,245	New	+$3.52M	0.39%	65

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Icon Wealth Advisors's TLT Position: Q3 2025 in Review

Icon Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 9,394 shares — an estimated $829K sold.

Icon Wealth Advisors first reported a position in TLT in Q3 2022 and held it in 9 quarters. The position peaked at $8.91M in Q4 2023. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

Icon Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Icon Wealth Advisors sold 9,394 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $829K.
Icon Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and held it in 9 quarters.
Icon Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $8.91M in Q4 2023.
1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Icon Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.