North Star Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

North Star Investment 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 Q4	–	Sell	-58	Closed	-$5.18K	–	1619
2025 Q3	$5.18K	Hold	58	–	–	﹤0.01%	1021
2025 Q2	$5.12K	Buy	+58	New	+$5.06K	﹤0.01%	1003
2018 Q4	–	Sell	-50	Closed	-$6K	–	1095
2018 Q3	$6K	Buy	+50	New	+$6K	﹤0.01%	918
2016 Q4	–	Sell	-51	Closed	-$7K	–	977
2016 Q3	$7K	Buy	+51	New	+$7.08K	﹤0.01%	678

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

Citigroup New York $303B AUM 53.02% 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

North Star Investment Management's TLT Position: Q4 2025 in Review

North Star Investment Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 58 shares — an estimated $5.18K sold.

North Star Investment Management first reported a position in TLT in Q3 2016 and held it in 4 quarters. The position peaked at $7K in Q3 2016. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

North Star Investment Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
North Star Investment Management sold 58 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $5.18K.
North Star Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2016 and held it in 4 quarters.
North Star Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $7K in Q3 2016.
1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on North Star Investment Management's 13F filing for Q4 2025, filed 30 Jan 2026.