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

Logan Capital Management’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
-135
Closed -$12.1K – 454
2025
Q3 		$12.1K Hold
135
– – ﹤0.01% 343
2025
Q2 		$11.9K Hold
135
– – ﹤0.01% 340
2025
Q1 		$12.3K Hold
135
– – ﹤0.01% 389
2024
Q4 		$11.8K Hold
135
– – ﹤0.01% 389
2024
Q3 		$13.2K Hold
135
– – ﹤0.01% 392
2024
Q2 		$12.4K Sell
135
-135
-50% -$12.3K ﹤0.01% 388
2024
Q1 		$25.5K Hold
270
– – ﹤0.01% 364
2023
Q4 		$26.7K Hold
270
– – ﹤0.01% 372
2023
Q3 		$23.9K Hold
270
– – ﹤0.01% 378
2023
Q2 		$27.8K Buy
+270
New +$28K ﹤0.01% 366

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

Logan Capital Management's TLT Position: Q4 2025 in Review

Logan Capital Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 135 shares — an estimated $12.1K sold.

Logan Capital Management first reported a position in TLT in Q2 2023 and held it in 10 quarters. The position peaked at $27.8K in Q2 2023. 1,145 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Logan Capital Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Logan Capital Management sold 135 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $12.1K.
  • Logan Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and held it in 10 quarters.
  • Logan Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $27.8K in Q2 2023.
  • 1,145 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.