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Investment House LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Investment House LLC’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
-8,832
Closed -$789K – 232
2025
Q3 		$789K Sell
8,832
-43,838
-83% -$3.83M 0.04% 157
2025
Q2 		$4.65M Buy
52,670
+27,731
+111% +$2.42M 0.24% 81
2025
Q1 		$2.27M Buy
24,939
+8,427
+51% +$750K 0.13% 110
2024
Q4 		$1.44M Buy
+16,512
New +$1.52M 0.08% 124
2024
Q3 		– Sell
-15,276
Closed -$1.4M – 215
2024
Q2 		$1.4M Buy
+15,276
New +$1.39M 0.08% 118
2023
Q4 		– Sell
-17,042
Closed -$1.51M – 200
2023
Q3 		$1.51M Buy
+17,042
New +$1.64M 0.12% 100
2022
Q3 		– Sell
-14,950
Closed -$1.72M – 180
2022
Q2 		$1.72M Buy
+14,950
New +$1.76M 0.15% 83
2021
Q2 		– Sell
-5,000
Closed -$677K – 209
2021
Q1 		$677K Buy
+5,000
New +$725K 0.05% 129
2019
Q3 		– Sell
-3,650
Closed -$485K – 206
2019
Q2 		$485K Sell
3,650
-6,005
-62% -$763K 0.05% 143
2019
Q1 		$1.22M Buy
+9,655
New +$1.17M 0.13% 103
2018
Q3 		– Sell
-2,805
Closed -$341K – 201
2018
Q2 		$341K Buy
+2,805
New +$336K 0.04% 158
2018
Q1 		– Sell
-1,695
Closed -$215K – 198
2017
Q4 		$215K Buy
+1,695
New +$213K 0.03% 185
2017
Q1 		– Sell
-6,850
Closed -$816K – 194
2016
Q4 		$816K Buy
+6,850
New +$858K 0.12% 109

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 $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B 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 $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investment House LLC's TLT Position: Q4 2025 in Review

Investment House LLC sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 8,832 shares — an estimated $789K sold.

Investment House LLC first reported a position in TLT in Q4 2016 and held it in 13 quarters. The position peaked at $4.65M in Q2 2025. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Investment House LLC reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Investment House LLC sold 8,832 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $789K.
  • Investment House LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2016 and held it in 13 quarters.
  • Investment House LLC's iShares 20+ Year Treasury Bond ETF position peaked at $4.65M in Q2 2025.
  • 1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Investment House LLC's 13F filing for Q4 2025, filed 6 Feb 2026.