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

NewSquare Capital’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
-266
Closed -$23.5K – 1136
2025
Q2 		$23.5K Buy
+266
New +$23.2K ﹤0.01% 450
2024
Q2 		– Sell
-15
Closed -$1.42K – 451
2024
Q1 		$1.42K Buy
+15
New +$1.42K ﹤0.01% 355
2023
Q1 		– Sell
-39
Closed -$3.88K – 948
2022
Q4 		$3.88K Hold
39
– – ﹤0.01% 399
2022
Q3 		$4K Hold
39
– – ﹤0.01% 317
2022
Q2 		$4K Hold
39
– – ﹤0.01% 299
2022
Q1 		$5K Buy
+39
New +$5.38K ﹤0.01% 312
2018
Q1 		– Sell
-15
Closed -$2K – 349
2017
Q4 		$2K Buy
+15
New +$1.88K ﹤0.01% 319
2016
Q4 		– Sell
-21,444
Closed -$2.95M – 445
2016
Q3 		$2.95M Buy
21,444
+20,524
+2,231% +$2.85M 0.68% 32
2016
Q2 		$128K Sell
920
-36,122
-98% -$4.76M 0.03% 131
2016
Q1 		$4.84M Sell
37,042
-2,805
-7% -$359K 1.39% 13
2015
Q4 		$4.8M Sell
39,847
-2,038
-5% -$248K 1.35% 18
2015
Q3 		$5.17M Sell
41,885
-2,350
-5% -$285K 1.53% 19
2015
Q2 		$5.2M Sell
44,235
-4,035
-8% -$495K 1.54% 21
2015
Q1 		$6.31M Sell
48,270
-3,545
-7% -$463K 1.94% 18
2014
Q4 		$6.53M Sell
51,815
-6,740
-12% -$817K 2.2% 17
2014
Q3 		$6.81M Buy
58,555
+29,195
+99% +$3.36M 2.42% 9
2014
Q2 		$3.33M Buy
29,360
+6,805
+30% +$759K 1.2% 38
2014
Q1 		$2.46M Buy
+22,555
New +$2.41M 0.99% 35

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 $303B AUM 53.02% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NewSquare Capital's TLT Position: Q3 2025 in Review

NewSquare Capital sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 266 shares — an estimated $23.5K sold.

NewSquare Capital first reported a position in TLT in Q1 2014 and held it in 18 quarters. The position peaked at $6.81M in Q3 2014. 1,095 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • NewSquare Capital reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 266 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $23.5K.
  • NewSquare Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2014 and held it in 18 quarters.
  • NewSquare Capital's iShares 20+ Year Treasury Bond ETF position peaked at $6.81M in Q3 2014.
  • 1,095 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.