Mill Creek Capital Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Mill Creek Capital 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	-3,005	Closed	-$274K	–	271
2025 Q1	$274K	Sell	3,005 -290	-9%	-$25.8K	0.01%	226
2024 Q4	$288K	Sell	3,295 -4,499	-58%	-$414K	0.01%	218
2024 Q3	$765K	Sell	7,794 -107,768	-93%	-$10.4M	0.02%	136
2024 Q2	$10.6M	Buy	115,562 +11,335	+11%	+$1.03M	0.27%	32
2024 Q1	$9.86M	Buy	104,227 +101,860	+4,303%	+$9.63M	0.27%	32
2023 Q4	$234K	Buy	+2,367	New	+$214K	0.01%	215

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

Mill Creek Capital Advisors's TLT Position: Q2 2025 in Review

Mill Creek Capital Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 3,005 shares — an estimated $274K sold.

Mill Creek Capital Advisors first reported a position in TLT in Q4 2023 and held it in 6 quarters. The position peaked at $10.6M in Q2 2024. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

Mill Creek Capital Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Mill Creek Capital Advisors sold 3,005 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $274K.
Mill Creek Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
Mill Creek Capital Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $10.6M in Q2 2024.
1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Mill Creek Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.