Meridian Financial Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Meridian Financial Partners’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	-2,661	Closed	-$237K	–	122
2025 Q3	$237K	Sell	2,661 -1,794	-40%	-$157K	0.1%	100
2025 Q2	$393K	Sell	4,455 -2,636	-37%	-$230K	0.18%	77
2025 Q1	$645K	Sell	7,091 -11,455	-62%	-$1.02M	0.33%	59
2024 Q4	$1.62M	Sell	18,546 -31,355	-63%	-$2.89M	0.86%	26
2024 Q3	$4.89M	Sell	49,901 -708	-1%	-$68.3K	2.48%	9
2024 Q2	$4.73M	Buy	+50,609	New	+$4.61M	2.81%	7
2023 Q3	–	Sell	-51,262	Closed	-$5.21M	–	83
2023 Q2	$5.21M	Buy	+51,262	New	+$5.32M	3.13%	7
2021 Q3	–	Sell	-2,311	Closed	-$347K	–	82
2021 Q2	$347K	Sell	2,311 -2,161	-48%	-$302K	0.24%	59
2021 Q1	$624K	Sell	4,472 -4,026	-47%	-$584K	0.47%	46
2020 Q4	$1.3M	Sell	8,498 -1,756	-17%	-$279K	1%	21
2020 Q3	$1.64M	Buy	+10,254	New	+$1.7M	1.38%	15

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

Meridian Financial Partners's TLT Position: Q4 2025 in Review

Meridian Financial Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 2,661 shares — an estimated $237K sold.

Meridian Financial Partners first reported a position in TLT in Q3 2020 and held it in 11 quarters. The position peaked at $5.21M in Q2 2023. 1,153 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

Meridian Financial Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Meridian Financial Partners sold 2,661 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $237K.
Meridian Financial Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and held it in 11 quarters.
Meridian Financial Partners's iShares 20+ Year Treasury Bond ETF position peaked at $5.21M in Q2 2023.
1,153 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Meridian Financial Partners's 13F filing for Q4 2025, filed 5 Feb 2026.