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Range Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Range Financial Group’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
-2,942
Closed -$257K – 204
2024
Q4 		$257K Buy
+2,942
New +$271K 0.12% 162
2024
Q3 		– Sell
-2,984
Closed -$274K – 171
2024
Q2 		$274K Buy
2,984
+191
+7% +$17.4K 0.14% 147
2024
Q1 		$264K Buy
+2,793
New +$264K 0.14% 148

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Range Financial Group's TLT Position: Q1 2025 in Review

Range Financial Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 2,942 shares — an estimated $257K sold.

Range Financial Group first reported a position in TLT in Q1 2024 and held it in 3 quarters. The position peaked at $274K in Q2 2024. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • Range Financial Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Range Financial Group sold 2,942 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $257K.
  • Range Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and held it in 3 quarters.
  • Range Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $274K in Q2 2024.
  • 1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Range Financial Group's 13F filing for Q1 2025, filed 14 Apr 2025.