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Lane & Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lane & Associates’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
Q1 		– Sell
-12,358
Closed -$1.08M – 122
2024
Q4 		$1.08M Sell
12,358
-1,576
-11% -$145K 0.56% 38
2024
Q3 		$1.37M Sell
13,934
-3,807
-21% -$367K 0.74% 35
2024
Q2 		$1.63M Buy
17,741
+2,422
+16% +$221K 0.96% 29
2024
Q1 		$1.45M Buy
15,319
+3,548
+30% +$336K 0.91% 26
2023
Q4 		$1.16M Buy
11,771
+123
+1% +$11.1K 0.85% 30
2023
Q3 		$1.03M Buy
11,648
+8,624
+285% +$829K 0.83% 30
2023
Q2 		$311K Buy
3,024
+926
+44% +$96.1K 0.25% 74
2023
Q1 		$223K Buy
+2,098
New +$220K 0.2% 92

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lane & Associates's TLT Position: Q1 2025 in Review

Lane & Associates sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 12,358 shares — an estimated $1.08M sold.

Lane & Associates first reported a position in TLT in Q1 2023 and held it in 8 quarters. The position peaked at $1.63M in Q2 2024. 1,180 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • Lane & Associates reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Lane & Associates sold 12,358 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $1.08M.
  • Lane & Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and held it in 8 quarters.
  • Lane & Associates's iShares 20+ Year Treasury Bond ETF position peaked at $1.63M in Q2 2024.
  • 1,180 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.