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Ipsen Advisor Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Ipsen Advisor Group’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
-2,279
Closed -$204K – 106
2025
Q3 		$204K Sell
2,279
-138
-6% -$12.1K 0.15% 102
2025
Q2 		$213K Sell
2,417
-122
-5% -$10.6K 0.16% 96
2025
Q1 		$231K Sell
2,539
-140
-5% -$12.5K 0.2% 86
2024
Q4 		$234K Buy
+2,679
New +$247K 0.2% 84
2022
Q4 		$222K Buy
+2,234
New +$225K 0.26% 95

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

Ipsen Advisor Group's TLT Position: Q4 2025 in Review

Ipsen Advisor Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 2,279 shares — an estimated $204K sold.

Ipsen Advisor Group first reported a position in TLT in Q4 2022 and held it in 5 quarters. The position peaked at $234K in Q4 2024. 1,145 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Ipsen Advisor Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ipsen Advisor Group sold 2,279 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $204K.
  • Ipsen Advisor Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 5 quarters.
  • Ipsen Advisor Group's iShares 20+ Year Treasury Bond ETF position peaked at $234K in Q4 2024.
  • 1,145 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Ipsen Advisor Group's 13F filing for Q4 2025, filed 11 Feb 2026.