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J.W. Coons Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

J.W. Coons Advisors’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 		$786K Sell
8,902
-300
-3% -$26.2K 0.18% 124
2025
Q1 		$838K Sell
9,202
-625
-6% -$55.6K 0.22% 104
2024
Q4 		$858K Sell
9,827
-895
-8% -$82.4K 0.22% 103
2024
Q3 		$1.05M Buy
10,722
+486
+5% +$46.9K 0.26% 91
2024
Q2 		$939K Buy
10,236
+200
+2% +$18.2K 0.23% 97
2024
Q1 		$950K Hold
10,036
– – 0.21% 94
2023
Q4 		$992K Buy
10,036
+1,630
+19% +$147K 0.27% 90
2023
Q3 		$746K Buy
8,406
+1,135
+16% +$109K 0.22% 106
2023
Q2 		$748K Hold
7,271
– – 0.2% 109
2023
Q1 		$773K Buy
7,271
+44
+0.6% +$4.6K 0.22% 105
2022
Q4 		$720K Buy
7,227
+3
+0% +$302 0.21% 110
2022
Q3 		$740K Buy
7,224
+759
+12% +$85.5K 0.28% 100
2022
Q2 		$742K Buy
6,465
+2,410
+59% +$284K 0.26% 98
2022
Q1 		$538K Buy
4,055
+995
+33% +$137K 0.16% 141
2021
Q4 		$454K Hold
3,060
– – 0.14% 157
2021
Q3 		$440K Sell
3,060
-1,600
-34% -$238K 0.15% 151
2021
Q2 		$670K Sell
4,660
-350
-7% -$48.8K 0.24% 111
2021
Q1 		$681K Buy
5,010
+490
+11% +$71K 0.24% 108
2020
Q4 		$715K Sell
4,520
-193
-4% -$30.6K 0.27% 99
2020
Q3 		$768K Buy
4,713
+350
+8% +$58K 0.32% 87
2020
Q2 		$714K Sell
4,363
-777
-15% -$128K 0.32% 84
2020
Q1 		$846K Buy
+5,140
New +$766K 0.44% 64

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

J.W. Coons Advisors's TLT Position: Q2 2025 in Review

J.W. Coons Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.3% in Q2 2025, selling an estimated $26.2K and leaving 8,902 shares worth $786K. The position accounts for 0.18% of the portfolio, ranked #124.

J.W. Coons Advisors first reported a position in TLT in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.05M in Q3 2024. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • J.W. Coons Advisors held 8,902 shares of iShares 20+ Year Treasury Bond ETF worth $786K as of Q2 2025.
  • J.W. Coons Advisors sold 300 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $26.2K.
  • iShares 20+ Year Treasury Bond ETF made up 0.18% of J.W. Coons Advisors's portfolio in Q2 2025, its #124 holding.
  • J.W. Coons Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.05M in Q3 2024.
  • 1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.