MD
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Money Design’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Money Design’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 		$93.8M Sell
1,063,172
-224,717
-17% -$19.6M 4.38% 7
2025
Q1 		$117M Buy
1,287,889
+985,885
+326% +$87.8M 5.85% 5
2024
Q4 		$26.5M Buy
+302,004
New +$27.8M 1.36% 20
2022
Q4 		– Sell
-349,200
Closed -$35.8M – 89
2022
Q3 		$35.8M Sell
349,200
-81,172
-19% -$9.14M 2.53% 10
2022
Q2 		$49.4M Buy
430,372
+41,708
+11% +$4.91M 3.7% 8
2022
Q1 		$51.3M Buy
388,664
+50,173
+15% +$6.92M 3.48% 8
2021
Q4 		$50.1M Buy
338,491
+43,651
+15% +$6.43M 3.38% 9
2021
Q3 		$42.6M Buy
294,840
+77,381
+36% +$11.5M 3.52% 9
2021
Q2 		$31.4M Buy
217,459
+56,829
+35% +$7.93M 3.24% 11
2021
Q1 		$21.8M Sell
160,630
-46,978
-23% -$6.81M 2.54% 17
2020
Q4 		$32.7M Buy
207,608
+31,181
+18% +$4.95M 3.74% 9
2020
Q3 		$28.8M Buy
176,427
+51,633
+41% +$8.56M 3.45% 11
2020
Q2 		$20.5M Buy
124,794
+64,783
+108% +$10.7M 2.91% 13
2020
Q1 		$9.9M Sell
60,011
-3,749
-6% -$559K 1.75% 20
2019
Q4 		$8.72M Buy
63,760
+17,518
+38% +$2.44M 1.54% 24
2019
Q3 		$6.62M Sell
46,242
-11,984
-21% -$1.67M 1.39% 26
2019
Q2 		$7.73M Sell
58,226
-13,350
-19% -$1.7M 1.84% 22
2019
Q1 		$9.05M Sell
71,576
-51,126
-42% -$6.22M 2.41% 18
2018
Q4 		$14.9M Buy
122,702
+8,657
+8% +$1M 4.73% 7
2018
Q3 		$13.4M Sell
114,045
-7,809
-6% -$937K 4.27% 9
2018
Q2 		$14.8M Buy
121,854
+34,873
+40% +$4.17M 5.41% 7
2018
Q1 		$10.6M Buy
86,981
+7,265
+9% +$878K 4.4% 9
2017
Q4 		$10.1M Buy
79,716
+25,912
+48% +$3.25M 5.92% 8
2017
Q3 		$6.71M Buy
+53,804
New +$6.76M 5.72% 7

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Money Design's TLT Position: Q2 2025 in Review

Money Design reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 17% in Q2 2025, selling an estimated $19.6M and leaving 1,063,172 shares worth $93.8M. The position accounts for 4.38% of the portfolio, ranked #7.

Money Design first reported a position in TLT in Q3 2017 and has held it in 24 quarters since. The position peaked at $117M in Q1 2025. 1,103 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Money Design held 1,063,172 shares of iShares 20+ Year Treasury Bond ETF worth $93.8M as of Q2 2025.
  • Money Design sold 224,717 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $19.6M.
  • iShares 20+ Year Treasury Bond ETF made up 4.38% of Money Design's portfolio in Q2 2025, its #7 holding.
  • Money Design first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2017 and has held it in 24 quarters since.
  • Money Design's iShares 20+ Year Treasury Bond ETF position peaked at $117M in Q1 2025.
  • 1,103 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.