Patriot Investment Management Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Patriot Investment Management Group’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	-8,512	Closed	-$775K	–	248
2025 Q1	$775K	Buy	8,512 +54	+0.6%	+$4.81K	0.06%	125
2024 Q4	$739K	Hold	8,458	–	–	0.06%	127
2024 Q3	$830K	Hold	8,458	–	–	0.06%	124
2024 Q2	$776K	Buy	8,458 +416	+5%	+$37.9K	0.06%	124
2024 Q1	$761K	Hold	8,042	–	–	0.06%	126
2023 Q4	$795K	Buy	+8,042	New	+$727K	0.07%	117
2020 Q3	–	Sell	-366	Closed	-$60K	–	600
2020 Q2	$60K	Buy	+366	New	+$60.3K	0.01%	313
2019 Q4	–	Sell	-1,511	Closed	-$216K	–	223
2019 Q3	$216K	Buy	+1,511	New	+$210K	0.03%	205

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

Patriot Investment Management Group's TLT Position: Q2 2025 in Review

Patriot Investment Management Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 8,512 shares — an estimated $775K sold.

Patriot Investment Management Group first reported a position in TLT in Q3 2019 and held it in 8 quarters. The position peaked at $830K in Q3 2024. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

Patriot Investment Management Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Patriot Investment Management Group sold 8,512 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $775K.
Patriot Investment Management Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and held it in 8 quarters.
Patriot Investment Management Group's iShares 20+ Year Treasury Bond ETF position peaked at $830K in Q3 2024.
1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Patriot Investment Management Group's 13F filing for Q2 2025, filed 15 Jul 2025.