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

Modera 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 Q4	–	Sell	-2,804	Closed	-$251K	–	668
2025 Q3	$251K	Sell	2,804 -820	-23%	-$71.7K	﹤0.01%	581
2025 Q2	$320K	Buy	3,624 +901	+33%	+$78.6K	﹤0.01%	523
2025 Q1	$248K	Sell	2,723 -5,710	-68%	-$508K	﹤0.01%	549
2024 Q4	$736K	Buy	8,433 +850	+11%	+$78.2K	0.01%	372
2024 Q3	$744K	Sell	7,583 -13	-0.2%	-$1.25K	0.01%	353
2024 Q2	$697K	Sell	7,596 -73	-1%	-$6.65K	0.01%	341
2024 Q1	$726K	Buy	7,669 +552	+8%	+$52.2K	0.01%	345
2023 Q4	$704K	Buy	+7,117	New	+$643K	0.01%	328

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Modera Wealth Management's TLT Position: Q4 2025 in Review

Modera Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 2,804 shares — an estimated $251K sold.

Modera Wealth Management first reported a position in TLT in Q4 2023 and held it in 8 quarters. The position peaked at $744K in Q3 2024. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

Modera Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Modera Wealth Management sold 2,804 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $251K.
Modera Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 8 quarters.
Modera Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $744K in Q3 2024.
1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Modera Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.