Nalls Sherbakoff Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Nalls Sherbakoff Group’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 Q4	$784	Hold	9	–	–	﹤0.01%	415
2025 Q3	$804	Hold	9	–	–	﹤0.01%	403
2025 Q2	$794	Hold	9	–	–	﹤0.01%	405
2025 Q1	$819	Buy	+9	New	+$801	﹤0.01%	409
2023 Q4	$890	Hold	9	–	–	﹤0.01%	397
2023 Q3	$799	Hold	9	–	–	﹤0.01%	411
2023 Q2	$927	Hold	9	–	–	﹤0.01%	417
2023 Q1	$944	Buy	+9	New	+$942	﹤0.01%	444

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nalls Sherbakoff Group's TLT Position: Q4 2025 in Review

Nalls Sherbakoff Group held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q4 2025 at 9 shares worth $784. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Nalls Sherbakoff Group first reported a position in TLT in Q1 2023 and has held it in 8 quarters since. The position peaked at $944 in Q1 2023. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

Nalls Sherbakoff Group held 9 shares of iShares 20+ Year Treasury Bond ETF worth $784 as of Q4 2025.
Nalls Sherbakoff Group left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q4 2025.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #415 holding.
Nalls Sherbakoff Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 8 quarters since.
Nalls Sherbakoff Group's iShares 20+ Year Treasury Bond ETF position peaked at $944 in Q1 2023.
1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.