One Plus One Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

One Plus One Wealth 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 Q3	–	Sell	-7,046	Closed	-$622K	–	102
2025 Q2	$622K	Buy	7,046 +427	+6%	+$37.2K	0.34%	55
2025 Q1	$603K	Sell	6,619 -4,349	-40%	-$387K	0.33%	57
2024 Q4	$958K	Buy	+10,968	New	+$1.01M	0.56%	43
2024 Q3	–	Sell	-128,834	Closed	-$11.8M	–	97
2024 Q2	$11.8M	Buy	+128,834	New	+$11.7M	6.77%	4
2023 Q3	–	Sell	-65,185	Closed	-$6.71M	–	96
2023 Q2	$6.71M	Buy	65,185 +3,255	+5%	+$338K	4.29%	6
2023 Q1	$6.59M	Sell	61,930 -59,363	-49%	-$6.21M	4.67%	4
2022 Q4	$12.1M	Buy	121,293 +99,266	+451%	+$10M	8.45%	2
2022 Q3	$2.26M	Buy	+22,027	New	+$2.48M	1.84%	17
2021 Q2	–	Sell	-2,915	Closed	-$395K	–	101
2021 Q1	$395K	Buy	+2,915	New	+$423K	0.31%	44

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

One Plus One Wealth Management's TLT Position: Q3 2025 in Review

One Plus One Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 7,046 shares — an estimated $622K sold.

One Plus One Wealth Management first reported a position in TLT in Q1 2021 and held it in 9 quarters. The position peaked at $12.1M in Q4 2022. 1,095 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

One Plus One Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
One Plus One Wealth Management sold 7,046 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $622K.
One Plus One Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and held it in 9 quarters.
One Plus One Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $12.1M in Q4 2022.
1,095 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on One Plus One Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.