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Mowery & Schoenfeld Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Mowery & Schoenfeld 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
Q3 		– Sell
-265
Closed -$23.4K – 402
2025
Q2 		$23.4K Hold
265
– – 0.04% 162
2025
Q1 		$24.1K Buy
+265
New +$23.6K 0.05% 189

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

Mowery & Schoenfeld Wealth Management's TLT Position: Q3 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 265 shares — an estimated $23.4K sold.

Mowery & Schoenfeld Wealth Management first reported a position in TLT in Q1 2025 and held it in 2 quarters. The position peaked at $24.1K in Q1 2025. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 265 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $23.4K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $24.1K in Q1 2025.
  • 1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.