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LGT Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

LGT Financial Advisors’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
-5,446
Closed -$487K – 369
2025
Q3 		$487K Sell
5,446
-5,508
-50% -$482K 1.05% 24
2025
Q2 		$967K Buy
10,954
+1,234
+13% +$108K 2.45% 11
2025
Q1 		$885K Buy
9,720
+839
+9% +$74.7K 2.7% 11
2024
Q4 		$776K Buy
8,881
+729
+9% +$67.1K 1.72% 12
2024
Q3 		$800K Buy
8,152
+1,714
+27% +$165K 1.97% 11
2024
Q2 		$591K Buy
6,438
+1,108
+21% +$101K 1.25% 17
2024
Q1 		$504K Buy
5,330
+1,603
+43% +$152K 0.59% 31
2023
Q4 		$369K Buy
3,727
+1,921
+106% +$174K 0.45% 47
2023
Q3 		$160K Buy
1,806
+1,073
+146% +$103K 0.2% 110
2023
Q2 		$75.4K Buy
+733
New +$76K 0.08% 146
2023
Q1 		– Sell
-93
Closed -$9.21K – 190
2022
Q4 		$9.21K Buy
+93
New +$9.37K 0.01% 161

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LGT Financial Advisors's TLT Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 5,446 shares — an estimated $487K sold.

LGT Financial Advisors first reported a position in TLT in Q4 2022 and held it in 11 quarters. The position peaked at $967K in Q2 2025. 1,145 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 5,446 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $487K.
  • LGT Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $967K in Q2 2025.
  • 1,145 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.