Indie Asset Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Indie Asset Partners’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	-4,326	Closed	-$378K	–	116
2024 Q4	$378K	Sell	4,326 -1,241	-22%	-$114K	0.3%	54
2024 Q3	$546K	Sell	5,567 -12,664	-69%	-$1.22M	0.41%	41
2024 Q2	$1.67M	Sell	18,231 -8,609	-32%	-$784K	1.33%	10
2024 Q1	$2.54M	Buy	26,840 +970	+4%	+$91.7K	2.26%	7
2023 Q4	$2.56M	Buy	25,870 +185	+0.7%	+$16.7K	2.31%	7
2023 Q3	$2.28M	Sell	25,685 -750	-3%	-$72.1K	2.3%	7
2023 Q2	$2.72M	Buy	26,435 +16,135	+157%	+$1.67M	2.96%	4
2023 Q1	$1.1M	Buy	10,300 +1,000	+11%	+$105K	1.28%	11
2022 Q4	$926K	Buy	9,300 +1,000	+12%	+$101K	1.01%	13
2022 Q3	$850K	Buy	+8,300	New	+$934K	0.87%	15

Other funds holding TLT

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

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

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Indie Asset Partners's TLT Position: Q1 2025 in Review

Indie Asset Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 4,326 shares — an estimated $378K sold.

Indie Asset Partners first reported a position in TLT in Q3 2022 and held it in 10 quarters. The position peaked at $2.72M in Q2 2023. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

Indie Asset Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Indie Asset Partners sold 4,326 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $378K.
Indie Asset Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and held it in 10 quarters.
Indie Asset Partners's iShares 20+ Year Treasury Bond ETF position peaked at $2.72M in Q2 2023.
1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Indie Asset Partners's 13F filing for Q1 2025, filed 7 May 2025.