Princeton Global Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Princeton Global Asset 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 Q4	–	Sell	-700	Closed	-$62.6K	–	851
2025 Q3	$62.6K	Hold	700	–	–	0.01%	297
2025 Q2	$61.8K	Sell	700 -20	-3%	-$1.74K	0.01%	289
2025 Q1	$65.5K	Sell	720 -200	-22%	-$17.8K	0.01%	264
2024 Q4	$80.3K	Hold	920	–	–	0.02%	262
2024 Q3	$90.3K	Buy	920 +20	+2%	+$1.93K	0.02%	254
2024 Q2	$82.6K	Hold	900	–	–	0.02%	238
2024 Q1	$85.2K	Hold	900	–	–	0.02%	213
2023 Q4	$89K	Hold	900	–	–	0.02%	207
2023 Q3	$79.8K	Hold	900	–	–	0.02%	208
2023 Q2	$92.6K	Hold	900	–	–	0.03%	203
2023 Q1	$95.7K	Hold	900	–	–	0.03%	209
2022 Q4	$90K	Hold	900	–	–	0.03%	198
2022 Q3	$92K	Hold	900	–	–	0.03%	193
2022 Q2	$103K	Hold	900	–	–	0.03%	195
2022 Q1	$119K	Sell	900 -200	-18%	-$27.6K	0.03%	192
2021 Q4	$163K	Sell	1,100 -300	-21%	-$44.2K	0.05%	184
2021 Q3	$202K	Sell	1,400 -320	-19%	-$47.5K	0.06%	174
2021 Q2	$248K	Sell	1,720 -580	-25%	-$80.9K	0.08%	162
2021 Q1	$312K	Hold	2,300	–	–	0.1%	150
2020 Q4	$363K	Hold	2,300	–	–	0.13%	133
2020 Q3	$375K	Hold	2,300	–	–	0.15%	129
2020 Q2	$377K	Buy	+2,300	New	+$379K	0.12%	147

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Princeton Global Asset Management's TLT Position: Q4 2025 in Review

Princeton Global Asset Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 700 shares — an estimated $62.6K sold.

Princeton Global Asset Management first reported a position in TLT in Q2 2020 and held it in 22 quarters. The position peaked at $377K in Q2 2020. 1,152 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

Princeton Global Asset Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Princeton Global Asset Management sold 700 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $62.6K.
Princeton Global Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and held it in 22 quarters.
Princeton Global Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $377K in Q2 2020.
1,152 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Princeton Global Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.