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Pettinga Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Pettinga Financial 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
Q2 		– Sell
-5,043
Closed -$459K – 138
2025
Q1 		$459K Sell
5,043
-39,034
-89% -$3.47M 0.11% 82
2024
Q4 		$3.85M Buy
44,077
+2,373
+6% +$218K 0.87% 29
2024
Q3 		$4.09M Sell
41,704
-2,792
-6% -$269K 0.97% 28
2024
Q2 		$4.08M Sell
44,496
-2,231
-5% -$203K 1.02% 25
2024
Q1 		$4.42M Buy
46,727
+2,635
+6% +$249K 1.13% 24
2023
Q4 		$4.36M Sell
44,092
-13,769
-24% -$1.24M 1.17% 22
2023
Q3 		$5.13M Buy
57,861
+44,560
+335% +$4.28M 1.55% 20
2023
Q2 		$1.37M Sell
13,301
-150
-1% -$15.6K 0.41% 39
2023
Q1 		$1.43M Sell
13,451
-1,418
-10% -$148K 0.45% 39
2022
Q4 		$1.48M Sell
14,869
-5,695
-28% -$574K 0.48% 40
2022
Q3 		$2.11M Sell
20,564
-5,420
-21% -$610K 0.72% 31
2022
Q2 		$2.98M Sell
25,984
-3,163
-11% -$372K 0.89% 29
2022
Q1 		$3.85M Buy
29,147
+2,169
+8% +$299K 0.96% 24
2021
Q4 		$4M Buy
26,978
+4,995
+23% +$736K 0.97% 27
2021
Q3 		$3.17M Buy
21,983
+6,378
+41% +$947K 0.81% 29
2021
Q2 		$2.25M Sell
15,605
-2,758
-15% -$385K 0.6% 38
2021
Q1 		$2.49M Buy
18,363
+2,874
+19% +$417K 0.72% 36
2020
Q4 		$2.44M Buy
15,489
+13,041
+533% +$2.07M 0.87% 28
2020
Q3 		$400K Buy
+2,448
New +$406K 0.17% 55

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pettinga Financial Advisors's TLT Position: Q2 2025 in Review

Pettinga Financial Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 5,043 shares — an estimated $459K sold.

Pettinga Financial Advisors first reported a position in TLT in Q3 2020 and held it in 19 quarters. The position peaked at $5.13M in Q3 2023. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Pettinga Financial Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Pettinga Financial Advisors sold 5,043 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $459K.
  • Pettinga Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and held it in 19 quarters.
  • Pettinga Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $5.13M in Q3 2023.
  • 1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Pettinga Financial Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.