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

IFS 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	-82	Closed	-$7.24K	–	179
2025 Q2	$7.24K	Hold	82	–	–	0.01%	102
2025 Q1	$7.46K	Buy	82 +32	+64%	+$2.85K	0.01%	112
2024 Q4	$4.37K	Hold	50	–	–	﹤0.01%	119
2024 Q3	$4.91K	Hold	50	–	–	﹤0.01%	95
2024 Q2	$4.59K	Hold	50	–	–	﹤0.01%	91
2024 Q1	$4.73K	Hold	50	–	–	﹤0.01%	89
2023 Q4	$4.94K	Hold	50	–	–	0.01%	86
2023 Q3	$4.43K	Buy	+50	New	+$4.81K	0.01%	86
2021 Q1	–	Sell	-82	Closed	-$12K	–	136
2020 Q4	$12K	Buy	+82	New	+$13K	0.01%	95

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IFS Advisors's TLT Position: Q3 2025 in Review

IFS Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 82 shares — an estimated $7.24K sold.

IFS Advisors first reported a position in TLT in Q4 2020 and held it in 9 quarters. The position peaked at $12K in Q4 2020. 1,094 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

IFS Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
IFS Advisors sold 82 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $7.24K.
IFS Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 9 quarters.
IFS Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $12K in Q4 2020.
1,094 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on IFS Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.