Lugano Financial Advisors SA (LFA)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q3	–	Sell	-120	Closed	-$10.5K	–	255
2025 Q2	$10.5K	Hold	120	–	–	0.01%	212
2025 Q1	$10.9K	Hold	120	–	–	0.01%	180
2024 Q4	$10.5K	Sell	120 -25	-17%	-$2.3K	0.01%	185
2024 Q3	$14.2K	Hold	145	–	–	0.01%	171
2024 Q2	$13.3K	Buy	+145	New	+$13.2K	0.01%	161
2019 Q1	–	Sell	-215	Closed	-$25K	–	173
2018 Q4	$25K	Hold	215	–	–	0.02%	146
2018 Q3	$25K	Sell	215 -300	-58%	-$36K	0.02%	146
2018 Q2	$62K	Buy	+515	New	+$61.6K	0.06%	95

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s TLT Position: Q3 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 120 shares — an estimated $10.5K sold.

Lugano Financial Advisors SA (LFA) first reported a position in TLT in Q2 2018 and held it in 8 quarters. The position peaked at $62K in Q2 2018. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

Lugano Financial Advisors SA (LFA) reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 120 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $10.5K.
Lugano Financial Advisors SA (LFA) first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2018 and held it in 8 quarters.
Lugano Financial Advisors SA (LFA)'s iShares 20+ Year Treasury Bond ETF position peaked at $62K in Q2 2018.
1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2025, filed 5 Nov 2025.