Mach-1 Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Mach-1 Financial Group’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	-11,311	Closed	-$1.01M	–	440
2025 Q3	$1.01M	Buy	+11,311	New	+$989K	0.16%	69
2023 Q2	–	Sell	-8	Closed	-$851	–	331
2023 Q1	$851	Buy	+8	New	+$837	0.01%	244
2022 Q4	–	Sell	-8	Closed	–	–	431
2022 Q3	$0	Hold	8	–	–	﹤0.01%	433
2022 Q2	$0	Buy	+8	New	+$942	﹤0.01%	439
2021 Q2	–	Sell	-203,300	Closed	-$27.5M	–	201
2021 Q1	$27.5M	Buy	+203,300	New	+$29.5M	22.39%	2

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

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mach-1 Financial Group's TLT Position: Q4 2025 in Review

Mach-1 Financial Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 11,311 shares — an estimated $1.01M sold.

Mach-1 Financial Group first reported a position in TLT in Q1 2021 and held it in 5 quarters. The position peaked at $27.5M in Q1 2021. 1,152 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

Mach-1 Financial Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Mach-1 Financial Group sold 11,311 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $1.01M.
Mach-1 Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and held it in 5 quarters.
Mach-1 Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $27.5M in Q1 2021.
1,152 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.