OPTFSNA
TLT icon

Old Point Trust & Financial Services N A’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Old Point Trust & Financial Services N A’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
-89
Closed -$7.85K – 326
2025
Q2 		$7.85K Hold
89
– – ﹤0.01% 276
2025
Q1 		$8.1K Hold
89
– – ﹤0.01% 293
2024
Q4 		$7.77K Hold
89
– – ﹤0.01% 289
2024
Q3 		$8.73K Buy
+89
New +$8.58K ﹤0.01% 261

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Old Point Trust & Financial Services N A's TLT Position: Q3 2025 in Review

Old Point Trust & Financial Services N A sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 89 shares — an estimated $7.85K sold.

Old Point Trust & Financial Services N A first reported a position in TLT in Q3 2024 and held it in 4 quarters. The position peaked at $8.73K in Q3 2024. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Old Point Trust & Financial Services N A reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 89 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $7.85K.
  • Old Point Trust & Financial Services N A first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and held it in 4 quarters.
  • Old Point Trust & Financial Services N A's iShares 20+ Year Treasury Bond ETF position peaked at $8.73K in Q3 2024.
  • 1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q3 2025, filed 8 Oct 2025.