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Lindbrook Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lindbrook Capital’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 		$7.19K Buy
79
+78
+7,800% +$6.94K ﹤0.01% 1798
2024
Q4 		$82 Sell
1
-138
-99% -$12.7K ﹤0.01% 2743
2024
Q3 		$13.6K Buy
139
+138
+13,800% +$13.3K ﹤0.01% 1511
2024
Q2 		$84 Hold
1
– – ﹤0.01% 2721
2024
Q1 		$86 Sell
1
-1,554
-100% -$147K ﹤0.01% 2614
2023
Q4 		$154K Buy
+1,555
New +$141K 0.02% 398
2021
Q1 		– Sell
-800
Closed -$126K – 1943
2020
Q4 		$126K Sell
800
-700
-47% -$111K 0.03% 204
2020
Q3 		$245K Buy
1,500
+172
+13% +$28.5K 0.07% 107
2020
Q2 		$218K Sell
1,328
-1,669
-56% -$275K 0.06% 111
2020
Q1 		$495K Buy
2,997
+1,389
+86% +$207K 0.19% 45
2019
Q4 		$218K Sell
1,608
-884
-35% -$123K 0.08% 131
2019
Q3 		$357K Sell
2,492
-36
-1% -$5K 0.13% 75
2019
Q2 		$335K Buy
2,528
+1,928
+321% +$245K 0.13% 79
2019
Q1 		$75K Buy
+600
New +$73K 0.03% 289

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 $303B AUM 53.02% 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 $6.73T AUM 46.02% 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

Lindbrook Capital's TLT Position: Q1 2025 in Review

Lindbrook Capital increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 7,800% in Q1 2025, buying an estimated $6.94K and bringing the position to 79 shares worth $7.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Lindbrook Capital first reported a position in TLT in Q1 2019 and has held it in 14 quarters since. The position peaked at $495K in Q1 2020. 1,181 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • Lindbrook Capital held 79 shares of iShares 20+ Year Treasury Bond ETF worth $7.19K as of Q1 2025.
  • Lindbrook Capital bought 78 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $6.94K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1798 holding.
  • Lindbrook Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and has held it in 14 quarters since.
  • Lindbrook Capital's iShares 20+ Year Treasury Bond ETF position peaked at $495K in Q1 2020.
  • 1,181 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.