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JT Stratford LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

JT Stratford 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
-5,723
Closed -$511K – 330
2025
Q3 		$511K Sell
5,723
-8,190
-59% -$716K 0.07% 213
2025
Q2 		$1.23M Buy
13,913
+628
+5% +$54.8K 0.19% 129
2025
Q1 		$1.21M Buy
13,285
+9,662
+267% +$860K 0.21% 117
2024
Q4 		$316K Sell
3,623
-396
-10% -$36.4K 0.05% 230
2024
Q3 		$394K Buy
4,019
+54
+1% +$5.21K 0.07% 220
2024
Q2 		$364K Buy
3,965
+6
+0.2% +$547 0.07% 214
2024
Q1 		$375K Sell
3,959
-4,773
-55% -$451K 0.07% 208
2023
Q4 		$863K Buy
8,732
+3,185
+57% +$288K 0.2% 127
2023
Q3 		$492K Buy
5,547
+2,855
+106% +$274K 0.13% 167
2023
Q2 		$277K Hold
2,692
– – 0.07% 204
2023
Q1 		$286K Buy
2,692
+612
+29% +$64K 0.08% 195
2022
Q4 		$207K Sell
2,080
-154
-7% -$15.5K 0.07% 202
2022
Q3 		$229K Buy
2,234
+21
+0.9% +$2.36K 0.08% 176
2022
Q2 		$254K Sell
2,213
-18
-0.8% -$2.12K 0.08% 185
2022
Q1 		$295K Buy
+2,231
New +$308K 0.09% 165
2020
Q1 		– Sell
-6,164
Closed -$835K – 143
2019
Q4 		$835K Sell
6,164
-3,208
-34% -$447K 0.38% 72
2019
Q3 		$1.34M Buy
+9,372
New +$1.3M 0.75% 47

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

JT Stratford LLC's TLT Position: Q4 2025 in Review

JT Stratford LLC sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 5,723 shares — an estimated $511K sold.

JT Stratford LLC first reported a position in TLT in Q3 2019 and held it in 17 quarters. The position peaked at $1.34M in Q3 2019. 1,152 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • JT Stratford LLC reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • JT Stratford LLC sold 5,723 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $511K.
  • JT Stratford LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and held it in 17 quarters.
  • JT Stratford LLC's iShares 20+ Year Treasury Bond ETF position peaked at $1.34M in Q3 2019.
  • 1,152 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on JT Stratford LLC's 13F filing for Q4 2025, filed 12 Feb 2026.