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Rehmann Capital Advisory Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Rehmann Capital Advisory 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
Q2 		– Sell
-130,837
Closed -$11.9M – 645
2025
Q1 		$11.9M Buy
130,837
+1,903
+1% +$169K 0.75% 27
2024
Q4 		$11.2M Sell
128,934
-5,375
-4% -$495K 0.71% 29
2024
Q3 		$13.2M Buy
134,309
+21,127
+19% +$2.04M 0.86% 22
2024
Q2 		$10.4M Buy
113,182
+35,397
+46% +$3.23M 0.74% 26
2024
Q1 		$7.36M Buy
77,785
+7,629
+11% +$722K 0.55% 34
2023
Q4 		$6.94M Sell
70,156
-5,056
-7% -$457K 0.57% 31
2023
Q3 		$6.67M Buy
75,212
+2,845
+4% +$273K 0.62% 33
2023
Q2 		$7.45M Buy
72,367
+9,175
+15% +$952K 0.67% 29
2023
Q1 		$6.72M Buy
63,192
+9,531
+18% +$997K 0.63% 34
2022
Q4 		$5.34M Buy
53,661
+46,729
+674% +$4.71M 0.55% 41
2022
Q3 		$710K Buy
+6,932
New +$780K 0.08% 223
2021
Q3 		– Sell
-3,466
Closed -$500K – 569
2021
Q2 		$500K Buy
3,466
+1,898
+121% +$265K 0.05% 308
2021
Q1 		$213K Buy
+1,568
New +$227K 0.02% 486
2019
Q3 		– Sell
-62
Closed -$8.23K – 2092
2019
Q2 		$8.23K Sell
62
-14
-18% -$1.78K ﹤0.01% 1408
2019
Q1 		$9.61K Buy
+76
New +$9.24K ﹤0.01% 1344
2018
Q4 		– Sell
-76
Closed -$8.91K – 2101
2018
Q3 		$8.91K Sell
76
-29
-28% -$3.48K ﹤0.01% 1403
2018
Q2 		$12.8K Buy
105
+8
+8% +$957 ﹤0.01% 1256
2018
Q1 		$12K Buy
+97
New +$11.7K ﹤0.01% 1249
2015
Q2 		– Sell
-1,747
Closed -$228K – 354
2015
Q1 		$228K Buy
+1,747
New +$228K 0.05% 296
2014
Q4 		– Sell
-2,313
Closed -$269K – 356
2014
Q3 		$269K Buy
2,313
+530
+30% +$61K 0.06% 252
2014
Q2 		$202K Buy
+1,783
New +$199K 0.05% 305

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rehmann Capital Advisory Group's TLT Position: Q2 2025 in Review

Rehmann Capital Advisory Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 130,837 shares — an estimated $11.9M sold.

Rehmann Capital Advisory Group first reported a position in TLT in Q2 2014 and held it in 21 quarters. The position peaked at $13.2M in Q3 2024. 1,103 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Rehmann Capital Advisory Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 130,837 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $11.9M.
  • Rehmann Capital Advisory Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2014 and held it in 21 quarters.
  • Rehmann Capital Advisory Group's iShares 20+ Year Treasury Bond ETF position peaked at $13.2M in Q3 2024.
  • 1,103 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2025, filed 30 Jul 2025.