KCPG
TLT icon

Kavar Capital Partners Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Kavar Capital Partners 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 		– Sell
-3,700
Closed -$331K – 196
2025
Q3 		$331K Hold
3,700
– – 0.04% 147
2025
Q2 		$327K Buy
+3,700
New +$323K 0.05% 146

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

Kavar Capital Partners Group's TLT Position: Q4 2025 in Review

Kavar Capital Partners Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 3,700 shares — an estimated $331K sold.

Kavar Capital Partners Group first reported a position in TLT in Q2 2025 and held it in 2 quarters. The position peaked at $331K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Kavar Capital Partners Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kavar Capital Partners Group sold 3,700 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $331K.
  • Kavar Capital Partners Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and held it in 2 quarters.
  • Kavar Capital Partners Group's iShares 20+ Year Treasury Bond ETF position peaked at $331K in Q3 2025.
  • 1,152 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Kavar Capital Partners Group's 13F filing for Q4 2025, filed 20 Jan 2026.