Raleigh Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Raleigh Capital 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 Q1	–	Sell	-1,441	Closed	-$126K	–	1008
2024 Q4	$126K	Buy	1,441 +585	+68%	+$53.8K	0.05%	233
2024 Q3	$83.9K	Sell	856 -531	-38%	-$51.2K	0.03%	267
2024 Q2	$127K	Buy	1,387 +20	+1%	+$1.82K	0.05%	228
2024 Q1	$129K	Sell	1,367 -554	-29%	-$52.4K	0.06%	229
2023 Q4	$190K	Buy	1,921 +62	+3%	+$5.6K	0.09%	189
2023 Q3	$165K	Buy	1,859 +1,367	+278%	+$131K	0.08%	184
2023 Q2	$50.6K	Buy	+492	New	+$51K	0.03%	243

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raleigh Capital Management's TLT Position: Q1 2025 in Review

Raleigh Capital Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 1,441 shares — an estimated $126K sold.

Raleigh Capital Management first reported a position in TLT in Q2 2023 and held it in 7 quarters. The position peaked at $190K in Q4 2023. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

Raleigh Capital Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 1,441 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $126K.
Raleigh Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and held it in 7 quarters.
Raleigh Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $190K in Q4 2023.
1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.