Morton Brown Family Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Morton Brown Family Wealth’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	-13	Closed	-$1.18K	–	334
2025 Q1	$1.18K	Hold	13	–	–	﹤0.01%	292
2024 Q4	$1.14K	Sell	13 -1	-7%	-$92	﹤0.01%	248
2024 Q3	$1.37K	Buy	14 +13	+1,300%	+$1.25K	﹤0.01%	233
2024 Q2	$93	Hold	1	–	–	﹤0.01%	217
2024 Q1	$95	Sell	1 -15	-94%	-$1.42K	﹤0.01%	212
2023 Q4	$1.58K	Buy	16 +15	+1,500%	+$1.35K	﹤0.01%	249
2023 Q3	$89	Hold	1	–	–	﹤0.01%	176
2023 Q2	$103	Hold	1	–	–	﹤0.01%	170
2023 Q1	$106	Buy	+1	New	+$105	﹤0.01%	290

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

Morton Brown Family Wealth's TLT Position: Q2 2025 in Review

Morton Brown Family Wealth sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 13 shares — an estimated $1.18K sold.

Morton Brown Family Wealth first reported a position in TLT in Q1 2023 and held it in 9 quarters. The position peaked at $1.58K in Q4 2023. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

Morton Brown Family Wealth reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 13 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $1.18K.
Morton Brown Family Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and held it in 9 quarters.
Morton Brown Family Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $1.58K in Q4 2023.
1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Morton Brown Family Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.