Madrona Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Madrona Financial Services’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	-2,737	Closed	-$242K	–	125
2025 Q2	$242K	Sell	2,737 -2,617	-49%	-$228K	0.06%	96
2025 Q1	$487K	Sell	5,354 -33,482	-86%	-$2.98M	0.13%	60
2024 Q4	$3.39M	Sell	38,836 -5,959	-13%	-$548K	0.92%	30
2024 Q3	$4.39M	Sell	44,795 -126,313	-74%	-$12.2M	1.22%	24
2024 Q2	$15.7M	Buy	171,108 +19,797	+13%	+$1.8M	4.82%	6
2024 Q1	$14.3M	Buy	151,311 +31,119	+26%	+$2.94M	4.99%	6
2023 Q4	$11.9M	Buy	+120,192	New	+$10.9M	4.69%	6

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Madrona Financial Services's TLT Position: Q3 2025 in Review

Madrona Financial Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 2,737 shares — an estimated $242K sold.

Madrona Financial Services first reported a position in TLT in Q4 2023 and held it in 7 quarters. The position peaked at $15.7M in Q2 2024. 1,095 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

Madrona Financial Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Madrona Financial Services sold 2,737 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $242K.
Madrona Financial Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 7 quarters.
Madrona Financial Services's iShares 20+ Year Treasury Bond ETF position peaked at $15.7M in Q2 2024.
1,095 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Madrona Financial Services's 13F filing for Q3 2025, filed 22 Oct 2025.