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My Legacy Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

My Legacy 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 		– Sell
-2,986
Closed -$272K – 222
2025
Q1 		$272K Sell
2,986
-13,166
-82% -$1.17M 0.1% 183
2024
Q4 		$1.4M Buy
16,152
+1,718
+12% +$158K 0.54% 46
2024
Q3 		$1.42M Sell
14,434
-11,368
-44% -$1.1M 0.56% 46
2024
Q2 		$2.37M Buy
25,802
+2,714
+12% +$247K 0.76% 30
2024
Q1 		$2.18M Buy
23,088
+369
+2% +$34.9K 0.73% 37
2023
Q4 		$2.2M Buy
22,719
+527
+2% +$47.6K 0.79% 33
2023
Q3 		$1.84M Buy
22,192
+17,770
+402% +$1.71M 0.75% 34
2023
Q2 		$451K Buy
4,422
+341
+8% +$35.4K 0.18% 158
2023
Q1 		$436K Buy
4,081
+186
+5% +$19.5K 0.19% 155
2022
Q4 		$416K Buy
3,895
+901
+30% +$90.8K 0.18% 162
2022
Q3 		$295K Buy
+2,994
New +$337K 0.15% 177

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

My Legacy Advisors's TLT Position: Q2 2025 in Review

My Legacy Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 2,986 shares — an estimated $272K sold.

My Legacy Advisors first reported a position in TLT in Q3 2022 and held it in 11 quarters. The position peaked at $2.37M in Q2 2024. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • My Legacy Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • My Legacy Advisors sold 2,986 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $272K.
  • My Legacy Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and held it in 11 quarters.
  • My Legacy Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.37M in Q2 2024.
  • 1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.