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

LPF 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
Q1 		$7.04M Buy
77,310
+986
+1% +$87.8K 5.76% 7
2024
Q4 		$6.67M Buy
76,324
+4,441
+6% +$409K 5.58% 7
2024
Q3 		$7.05M Buy
71,883
+4,613
+7% +$445K 6.03% 6
2024
Q2 		$6.17M Buy
67,270
+2,414
+4% +$220K 5.69% 6
2024
Q1 		$6.14M Buy
64,856
+14,448
+29% +$1.37M 6.15% 6
2023
Q4 		$4.98M Buy
+50,408
New +$4.55M 5.3% 7

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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

LPF Advisors's TLT Position: Q1 2025 in Review

LPF Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.3% in Q1 2025, buying an estimated $87.8K and bringing the position to 77,310 shares worth $7.04M. The position accounts for 5.76% of the portfolio, ranked #7.

LPF Advisors first reported a position in TLT in Q4 2023 and has held it in 6 quarters since. The position peaked at $7.05M in Q3 2024. 1,180 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • LPF Advisors held 77,310 shares of iShares 20+ Year Treasury Bond ETF worth $7.04M as of Q1 2025.
  • LPF Advisors bought 986 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $87.8K.
  • iShares 20+ Year Treasury Bond ETF made up 5.76% of LPF Advisors's portfolio in Q1 2025, its #7 holding.
  • LPF Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • LPF Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $7.05M in Q3 2024.
  • 1,180 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.