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MGB Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

MGB Wealth Management’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
-407
Closed -$35.9K – 326
2025
Q2 		$35.9K Hold
407
– – 0.01% 272
2025
Q1 		$37K Hold
407
– – 0.01% 254
2024
Q4 		$35.5K Buy
407
+1
+0.2% +$92 0.01% 247
2024
Q3 		$39.9K Sell
406
-1
-0.2% -$96 0.01% 238
2024
Q2 		$38.2K Buy
407
+6
+1% +$547 0.01% 238
2024
Q1 		$38K Buy
401
+1
+0.3% +$95 0.02% 229
2023
Q4 		$39.6K Buy
+400
New +$36.1K 0.02% 225

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MGB Wealth Management's TLT Position: Q3 2025 in Review

MGB Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 407 shares — an estimated $35.9K sold.

MGB Wealth Management first reported a position in TLT in Q4 2023 and held it in 7 quarters. The position peaked at $39.9K in Q3 2024. 1,094 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • MGB Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • MGB Wealth Management sold 407 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $35.9K.
  • MGB Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 7 quarters.
  • MGB Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $39.9K in Q3 2024.
  • 1,094 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on MGB Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.