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O'Donnell Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

O'Donnell Financial Services’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
-22,035
Closed -$1.97M – 57
2025
Q3 		$1.97M Sell
22,035
-42,801
-66% -$3.74M 0.7% 24
2025
Q2 		$5.72M Buy
64,836
+1,021
+2% +$89K 2.2% 14
2025
Q1 		$5.81M Sell
63,815
-17,318
-21% -$1.54M 2.4% 14
2024
Q4 		$7.5M Sell
81,133
-29,556
-27% -$2.72M 3.14% 11
2024
Q3 		$10.9M Buy
+110,689
New +$10.7M 4.41% 9

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

O'Donnell Financial Services's TLT Position: Q4 2025 in Review

O'Donnell Financial Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 22,035 shares — an estimated $1.97M sold.

O'Donnell Financial Services first reported a position in TLT in Q3 2024 and held it in 5 quarters. The position peaked at $10.9M in Q3 2024. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • O'Donnell Financial Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • O'Donnell Financial Services sold 22,035 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $1.97M.
  • O'Donnell Financial Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and held it in 5 quarters.
  • O'Donnell Financial Services's iShares 20+ Year Treasury Bond ETF position peaked at $10.9M in Q3 2024.
  • 1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on O'Donnell Financial Services's 13F filing for Q4 2025, filed 29 Jan 2026.