IP
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Interval Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Interval 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
Q4 		– Sell
-84,700
Closed -$7.57M – 506
2025
Q3 		$7.57M Sell
84,700
-49,800
-37% -$4.36M 0.16% 164
2025
Q2 		$11.9M Buy
+134,500
New +$11.7M 0.27% 122
2021
Q3 		– Sell
-125,000
Closed -$18M – 420
2021
Q2 		$18M Buy
+125,000
New +$17.4M 1.09% 29
2019
Q1 		– Sell
-50,000
Closed -$6.08M – 266
2018
Q4 		$6.08M Buy
+50,000
New +$5.79M 0.41% 84

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return