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Moser Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Moser Wealth 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 		$2.19M Sell
24,765
-330
-1% -$28.8K 1.05% 22
2025
Q1 		$2.28M Sell
25,095
-55
-0.2% -$4.9K 1.2% 23
2024
Q4 		$2.2M Sell
25,150
-320
-1% -$29.5K 1.14% 22
2024
Q3 		$2.5M Buy
25,470
+2,809
+12% +$271K 1.3% 21
2024
Q2 		$2.08M Buy
22,661
+136
+0.6% +$12.4K 1.13% 23
2024
Q1 		$2.13M Buy
22,525
+1,510
+7% +$143K 1.19% 22
2023
Q4 		$2.08M Sell
21,015
-1,405
-6% -$127K 1.33% 20
2023
Q3 		$1.99M Sell
22,420
-745
-3% -$71.6K 1.4% 21
2023
Q2 		$2.38M Buy
+23,165
New +$2.4M 1.6% 16
2022
Q4 		$2.34M Sell
23,495
-3,045
-11% -$307K 1.76% 15
2022
Q3 		$2.72M Sell
26,540
-300
-1% -$33.8K 2.13% 12
2022
Q2 		$3.08M Sell
26,840
-403
-1% -$47.5K 2.29% 12
2022
Q1 		$3.6M Buy
27,243
+690
+3% +$95.2K 2.25% 12
2021
Q4 		$3.94M Sell
26,553
-450
-2% -$66.3K 2.38% 11
2021
Q3 		$3.9M Buy
27,003
+273
+1% +$40.5K 2.49% 11
2021
Q2 		$3.86M Buy
26,730
+1,950
+8% +$272K 2.48% 11
2021
Q1 		$3.36M Buy
24,780
+2,870
+13% +$416K 2.36% 12
2020
Q4 		$3.46M Buy
21,910
+1,260
+6% +$200K 2.55% 11
2020
Q3 		$3.37M Buy
20,650
+11,150
+117% +$1.85M 2.68% 11
2020
Q2 		$1.56M Buy
+9,500
New +$1.56M 1.49% 15

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

Moser Wealth Advisors's TLT Position: Q2 2025 in Review

Moser Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.3% in Q2 2025, selling an estimated $28.8K and leaving 24,765 shares worth $2.19M. The position accounts for 1.05% of the portfolio, ranked #22.

Moser Wealth Advisors first reported a position in TLT in Q2 2020 and has held it in 20 quarters since. The position peaked at $3.94M in Q4 2021. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Moser Wealth Advisors held 24,765 shares of iShares 20+ Year Treasury Bond ETF worth $2.19M as of Q2 2025.
  • Moser Wealth Advisors sold 330 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $28.8K.
  • iShares 20+ Year Treasury Bond ETF made up 1.05% of Moser Wealth Advisors's portfolio in Q2 2025, its #22 holding.
  • Moser Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and has held it in 20 quarters since.
  • Moser Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $3.94M in Q4 2021.
  • 1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.