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Legacy Investment Solutions’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Legacy Investment Solutions’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 		$4.94K Buy
+56
New +$4.88K ﹤0.01% 401
2024
Q4 		$5K Buy
+56
New +$5.15K ﹤0.01% 388

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Investment Solutions's TLT Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025: 56 shares worth $4.94K. The stake represents ﹤0.01% of the portfolio and ranks #401 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in TLT as recently as Q4 2024.

Legacy Investment Solutions first reported a position in TLT in Q4 2024 and has held it in 2 quarters since. The position peaked at $5K in Q4 2024. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Legacy Investment Solutions held 56 shares of iShares 20+ Year Treasury Bond ETF worth $4.94K as of Q2 2025.
  • iShares 20+ Year Treasury Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #401 holding.
  • Legacy Investment Solutions first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's iShares 20+ Year Treasury Bond ETF position peaked at $5K in Q4 2024.
  • 1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.