Oxinas Partners Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Oxinas Partners 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 Q2	–	Sell	-40,483	Closed	-$3.69M	–	130
2025 Q1	$3.69M	Buy	+40,483	New	+$3.6M	2.18%	13
2024 Q4	–	Sell	-50,764	Closed	-$4.98M	–	126
2024 Q3	$4.98M	Buy	+50,764	New	+$4.9M	3.05%	6
2022 Q2	–	Sell	-2,019	Closed	-$267K	–	118
2022 Q1	$267K	Sell	2,019 -6,834	-77%	-$943K	0.17%	94
2021 Q4	$1.31M	Buy	+8,853	New	+$1.3M	0.75%	37

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Oxinas Partners Wealth Management's TLT Position: Q2 2025 in Review

Oxinas Partners Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 40,483 shares — an estimated $3.69M sold.

Oxinas Partners Wealth Management first reported a position in TLT in Q4 2021 and held it in 4 quarters. The position peaked at $4.98M in Q3 2024. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

Oxinas Partners Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Oxinas Partners Wealth Management sold 40,483 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $3.69M.
Oxinas Partners Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 4 quarters.
Oxinas Partners Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $4.98M in Q3 2024.
1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.