KFS
TLT icon

Kaizen Financial Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Kaizen Financial Strategies’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
Q3 		– Sell
-3,531
Closed -$312K – 167
2025
Q2 		$312K Buy
+3,531
New +$308K 0.16% 111
2025
Q1 		– Sell
-3,727
Closed -$325K – 150
2024
Q4 		$325K Buy
3,727
+435
+13% +$40K 0.18% 93
2024
Q3 		$323K Buy
+3,292
New +$317K 0.19% 93

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Kaizen Financial Strategies's TLT Position: Q3 2025 in Review

Kaizen Financial Strategies sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 3,531 shares — an estimated $312K sold.

Kaizen Financial Strategies first reported a position in TLT in Q3 2024 and held it in 3 quarters. The position peaked at $325K in Q4 2024. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Kaizen Financial Strategies reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Kaizen Financial Strategies sold 3,531 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $312K.
  • Kaizen Financial Strategies first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and held it in 3 quarters.
  • Kaizen Financial Strategies's iShares 20+ Year Treasury Bond ETF position peaked at $325K in Q4 2024.
  • 1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Kaizen Financial Strategies's 13F filing for Q3 2025, filed 12 Nov 2025.