PPA
TLT icon

Pacific Point Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Pacific Point Advisors’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
-20,000
Closed -$1.76M – 131
2025
Q2 		$1.76M Buy
+20,000
New +$1.74M 0.96% 20

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

Pacific Point Advisors's TLT Position: Q3 2025 in Review

Pacific Point Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 20,000 shares — an estimated $1.76M sold.

Pacific Point Advisors first reported a position in TLT in Q2 2025 and held it in 1 quarter. The position peaked at $1.76M in Q2 2025. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Pacific Point Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Pacific Point Advisors sold 20,000 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $1.76M.
  • Pacific Point Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Pacific Point Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.76M in Q2 2025.
  • 1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Pacific Point Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.