New Century Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

New Century Financial 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 Q2	–	Sell	-3,393	Closed	-$309K	–	153
2025 Q1	$309K	Sell	3,393 -5,497	-62%	-$489K	0.36%	92
2024 Q4	$776K	Buy	8,890 +1,221	+16%	+$112K	0.33%	84
2024 Q3	$752K	Sell	7,669 -710	-8%	-$68.5K	0.28%	109
2024 Q2	$769K	Buy	8,379 +1,879	+29%	+$171K	0.33%	90
2024 Q1	$615K	Sell	6,500 -4,822	-43%	-$456K	0.43%	82
2023 Q4	$1.12M	Buy	+11,322	New	+$1.02M	0.97%	20

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New Century Financial Group's TLT Position: Q2 2025 in Review

New Century Financial Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 3,393 shares — an estimated $309K sold.

New Century Financial Group first reported a position in TLT in Q4 2023 and held it in 6 quarters. The position peaked at $1.12M in Q4 2023. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

New Century Financial Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
New Century Financial Group sold 3,393 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $309K.
New Century Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
New Century Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $1.12M in Q4 2023.
1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.