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MLG Wealth Management DBA Pine Grove Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

MLG Wealth Management DBA Pine Grove Financial 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 		$667K Buy
+7,657
New +$685K 0.08% 100

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's TLT Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025: 7,657 shares worth $667K. The stake represents 0.08% of the portfolio and ranks #100 among its holdings.

1,152 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 7,657 shares of iShares 20+ Year Treasury Bond ETF worth $667K as of Q4 2025.
  • iShares 20+ Year Treasury Bond ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares 20+ Year Treasury Bond ETF made up 0.08% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #100 holding.
  • 1,152 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.