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Mitchell Sinkler & Starr’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Mitchell Sinkler & Starr’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
Q1 		– Sell
-1,000
Closed -$87.3K – 174
2024
Q4 		$87.3K Hold
1,000
– – 0.02% 169
2024
Q3 		$98.1K Buy
+1,000
New +$96.4K 0.02% 168

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mitchell Sinkler & Starr's TLT Position: Q1 2025 in Review

Mitchell Sinkler & Starr sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 1,000 shares — an estimated $87.3K sold.

Mitchell Sinkler & Starr first reported a position in TLT in Q3 2024 and held it in 2 quarters. The position peaked at $98.1K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • Mitchell Sinkler & Starr reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 1,000 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $87.3K.
  • Mitchell Sinkler & Starr first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and held it in 2 quarters.
  • Mitchell Sinkler & Starr's iShares 20+ Year Treasury Bond ETF position peaked at $98.1K in Q3 2024.
  • 1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2025, filed 7 May 2025.