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Lowery Thomas LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lowery Thomas LLC’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 		– Sell
-2,807
Closed -$255K – 56
2025
Q1 		$255K Sell
2,807
-7,896
-74% -$703K 0.17% 51
2024
Q4 		$935K Sell
10,703
-5,632
-34% -$518K 0.61% 34
2024
Q3 		$1.6M Buy
+16,335
New +$1.58M 1.09% 26
2022
Q1 		– Sell
-1,465
Closed -$217K – 54
2021
Q4 		$217K Buy
+1,465
New +$216K 0.15% 45

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 $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
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

Lowery Thomas LLC's TLT Position: Q2 2025 in Review

Lowery Thomas LLC sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 2,807 shares — an estimated $255K sold.

Lowery Thomas LLC first reported a position in TLT in Q4 2021 and held it in 4 quarters. The position peaked at $1.6M in Q3 2024. 1,103 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Lowery Thomas LLC reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Lowery Thomas LLC sold 2,807 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $255K.
  • Lowery Thomas LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 4 quarters.
  • Lowery Thomas LLC's iShares 20+ Year Treasury Bond ETF position peaked at $1.6M in Q3 2024.
  • 1,103 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Lowery Thomas LLC's 13F filing for Q2 2025, filed 18 Jul 2025.