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Rede Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Rede Wealth’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 		– Sell
-2,428
Closed -$214K – 180
2025
Q2 		$214K Sell
2,428
-22
-0.9% -$1.92K 0.08% 104
2025
Q1 		$223K Sell
2,450
-16
-0.6% -$1.42K 0.08% 102
2024
Q4 		$215K Buy
2,466
+20
+0.8% +$1.84K 0.08% 99
2024
Q3 		$240K Sell
2,446
-13
-0.5% -$1.25K 0.09% 97
2024
Q2 		$226K Sell
2,459
-170
-6% -$15.5K 0.21% 94
2024
Q1 		$249K Buy
+2,629
New +$249K 0.1% 88
2023
Q3 		– Sell
-3,297
Closed -$339K – 96
2023
Q2 		$339K Sell
3,297
-570
-15% -$59.1K 0.16% 70
2023
Q1 		$411K Buy
+3,867
New +$405K 0.21% 56
2022
Q4 		– Sell
-3,409
Closed -$349K – 97
2022
Q3 		$349K Buy
3,409
+702
+26% +$79K 0.21% 62
2022
Q2 		$311K Sell
2,707
-4,212
-61% -$496K 0.18% 75
2022
Q1 		$914K Buy
6,919
+241
+4% +$33.2K 0.43% 33
2021
Q4 		$990K Sell
6,678
-342
-5% -$50.4K 0.5% 29
2021
Q3 		$1.01M Buy
7,020
+2,775
+65% +$412K 0.54% 28
2021
Q2 		$613K Buy
4,245
+2,119
+100% +$296K 0.33% 42
2021
Q1 		$288K Buy
2,126
+114
+6% +$16.5K 0.17% 83
2020
Q4 		$317K Buy
+2,012
New +$319K 0.22% 69

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 $187B AUM 21.7% 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 $303B AUM 53.02% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Rede Wealth's TLT Position: Q3 2025 in Review

Rede Wealth sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 2,428 shares — an estimated $214K sold.

Rede Wealth first reported a position in TLT in Q4 2020 and held it in 16 quarters. The position peaked at $1.01M in Q3 2021. 1,096 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Rede Wealth reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Rede Wealth sold 2,428 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $214K.
  • Rede Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 16 quarters.
  • Rede Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $1.01M in Q3 2021.
  • 1,096 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Rede Wealth's 13F filing for Q3 2025, filed 29 Oct 2025.