O3W
TLT icon

Omni 360 Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Omni 360 Wealth’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
-3,112
Closed -$283K – 117
2025
Q1 		$283K Sell
3,112
-257
-8% -$22.9K 0.19% 89
2024
Q4 		$294K Sell
3,369
-311
-8% -$28.6K 0.2% 91
2024
Q3 		$361K Sell
3,680
-45
-1% -$4.34K 0.25% 81
2024
Q2 		$342K Buy
3,725
+3
+0.1% +$273 0.26% 81
2024
Q1 		$352K Buy
3,722
+415
+13% +$39.3K 0.29% 75
2023
Q4 		$327K Buy
+3,307
New +$299K 0.31% 73

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Omni 360 Wealth's TLT Position: Q2 2025 in Review

Omni 360 Wealth sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 3,112 shares — an estimated $283K sold.

Omni 360 Wealth first reported a position in TLT in Q4 2023 and held it in 6 quarters. The position peaked at $361K in Q3 2024. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Omni 360 Wealth reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Omni 360 Wealth sold 3,112 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $283K.
  • Omni 360 Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
  • Omni 360 Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $361K in Q3 2024.
  • 1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Omni 360 Wealth's 13F filing for Q2 2025, filed 7 Jul 2025.