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

MCF 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 Q2	–	Sell	-3,893	Closed	-$354K	–	935
2025 Q1	$354K	Hold	3,893	–	–	0.03%	178
2024 Q4	$340K	Hold	3,893	–	–	0.02%	184
2024 Q3	$382K	Sell	3,893 -19	-0.5%	-$1.83K	0.03%	166
2024 Q2	$359K	Buy	3,912 +19	+0.5%	+$1.73K	0.03%	164
2024 Q1	$368K	Hold	3,893	–	–	0.03%	164
2023 Q4	$385K	Hold	3,893	–	–	0.03%	157
2023 Q3	$345K	Hold	3,893	–	–	0.03%	158
2023 Q2	$401K	Buy	+3,893	New	+$404K	0.04%	145

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

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

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

MCF Advisors's TLT Position: Q2 2025 in Review

MCF Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 3,893 shares — an estimated $354K sold.

MCF Advisors first reported a position in TLT in Q2 2023 and held it in 8 quarters. The position peaked at $401K in Q2 2023. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

MCF Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
MCF Advisors sold 3,893 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $354K.
MCF Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and held it in 8 quarters.
MCF Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $401K in Q2 2023.
1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on MCF Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.