PP
TLT icon

Patten & Patten’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Patten & Patten’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
Q4 		– Sell
-2,342
Closed -$209K – 352
2025
Q3 		$209K Sell
2,342
-2,076
-47% -$182K 0.01% 338
2025
Q2 		$390K Sell
4,418
-364
-8% -$31.7K 0.03% 243
2025
Q1 		$435K Sell
4,782
-85
-2% -$7.57K 0.03% 238
2024
Q4 		$425K Buy
4,867
+827
+20% +$76.1K 0.03% 236
2024
Q3 		$396K Buy
4,040
+51
+1% +$4.92K 0.03% 239
2024
Q2 		$366K Buy
3,989
+197
+5% +$18K 0.03% 238
2024
Q1 		$359K Buy
+3,792
New +$359K 0.03% 242

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Patten & Patten's TLT Position: Q4 2025 in Review

Patten & Patten sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 2,342 shares — an estimated $209K sold.

Patten & Patten first reported a position in TLT in Q1 2024 and held it in 7 quarters. The position peaked at $435K in Q1 2025. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Patten & Patten reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Patten & Patten sold 2,342 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $209K.
  • Patten & Patten first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and held it in 7 quarters.
  • Patten & Patten's iShares 20+ Year Treasury Bond ETF position peaked at $435K in Q1 2025.
  • 1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Patten & Patten's 13F filing for Q4 2025, filed 3 Feb 2026.