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Iron Horse Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Iron Horse Wealth Management’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
Q2 		$66 Hold
1
– – ﹤0.01% 580
2025
Q1 		$68 Hold
1
– – ﹤0.01% 587
2024
Q4 		$64 Hold
1
– – ﹤0.01% 498
2024
Q3 		$71 Hold
1
– – ﹤0.01% 495
2024
Q2 		$66 Hold
1
– – ﹤0.01% 475
2024
Q1 		$67 Buy
+1
New +$95 ﹤0.01% 457

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Iron Horse Wealth Management's TLT Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2025 at 1 share worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Iron Horse Wealth Management first reported a position in TLT in Q1 2024 and has held it in 6 quarters since. The position peaked at $71 in Q3 2024. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Iron Horse Wealth Management held 1 share of iShares 20+ Year Treasury Bond ETF worth $66 as of Q2 2025.
  • Iron Horse Wealth Management left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2025.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #580 holding.
  • Iron Horse Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • Iron Horse Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $71 in Q3 2024.
  • 1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.