PIM
TLT icon

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

Pinnacle Investment 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
Q3 		$402K Hold
4,500
– – 1.39% 8
2025
Q2 		$397K Sell
4,500
-55,500
-93% -$4.84M 2.29% 7
2025
Q1 		$5.46M Buy
60,000
+30,000
+100% +$2.67M 58.62% 1
2024
Q4 		$2.62M Buy
+30,000
New +$2.76M 1.91% 7

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Pinnacle Investment Management's TLT Position: Q3 2025 in Review

Pinnacle Investment Management held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q3 2025 at 4,500 shares worth $402K. The position accounts for 1.39% of the portfolio, ranked #8.

Pinnacle Investment Management first reported a position in TLT in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.46M in Q1 2025. 1,094 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Pinnacle Investment Management held 4,500 shares of iShares 20+ Year Treasury Bond ETF worth $402K as of Q3 2025.
  • Pinnacle Investment Management left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q3 2025.
  • iShares 20+ Year Treasury Bond ETF made up 1.39% of Pinnacle Investment Management's portfolio in Q3 2025, its #8 holding.
  • Pinnacle Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Pinnacle Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $5.46M in Q1 2025.
  • 1,094 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Pinnacle Investment Management's 13F filing for Q3 2025, filed 3 Nov 2025.