M
TLT icon

MOTCO’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

MOTCO’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
Q3 		– Sell
-190
Closed -$16.5K – 682
2025
Q2 		$16.5K Hold
190
– – ﹤0.01% 390
2025
Q1 		$17.3K Hold
190
– – ﹤0.01% 382
2024
Q4 		$16.6K Hold
190
– – ﹤0.01% 361
2024
Q3 		$18.6K Buy
+190
New +$18.3K ﹤0.01% 428
2024
Q2 		– Sell
-342
Closed -$32.4K – 774
2024
Q1 		$32.4K Buy
+342
New +$32.3K ﹤0.01% 434
2022
Q4 		– Sell
-5
Closed -$1K – 663
2022
Q3 		$1K Buy
+5
New +$563 ﹤0.01% 628
2021
Q3 		– Sell
-64
Closed -$9K – 650
2021
Q2 		$9K Buy
+64
New +$8.93K ﹤0.01% 509
2016
Q3 		– Sell
-625
Closed -$87K – 674
2016
Q2 		$87K Buy
+625
New +$82.4K 0.01% 238

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MOTCO's TLT Position: Q3 2025 in Review

MOTCO sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 190 shares — an estimated $16.5K sold.

MOTCO first reported a position in TLT in Q2 2016 and held it in 8 quarters. The position peaked at $87K in Q2 2016. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • MOTCO reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • MOTCO sold 190 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $16.5K.
  • MOTCO first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2016 and held it in 8 quarters.
  • MOTCO's iShares 20+ Year Treasury Bond ETF position peaked at $87K in Q2 2016.
  • 1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on MOTCO's 13F filing for Q3 2025, filed 22 Oct 2025.