Retirement Capital Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Retirement Capital Strategies’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	-50,381	Closed	-$4.59M	–	80
2025 Q1	$4.59M	Buy	+50,381	New	+$4.48M	1.79%	16
2024 Q4	–	Sell	-46,810	Closed	-$4.59M	–	88
2024 Q3	$4.59M	Sell	46,810 -2,694	-5%	-$260K	1.8%	12
2024 Q2	$4.54M	Buy	+49,504	New	+$4.51M	1.82%	12
2024 Q1	–	Sell	-50,201	Closed	-$4.96M	–	81
2023 Q4	$4.96M	Buy	+50,201	New	+$4.54M	2.15%	12

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Retirement Capital Strategies's TLT Position: Q2 2025 in Review

Retirement Capital Strategies sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 50,381 shares — an estimated $4.59M sold.

Retirement Capital Strategies first reported a position in TLT in Q4 2023 and held it in 4 quarters. The position peaked at $4.96M in Q4 2023. 1,103 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

Retirement Capital Strategies reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Retirement Capital Strategies sold 50,381 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $4.59M.
Retirement Capital Strategies first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 4 quarters.
Retirement Capital Strategies's iShares 20+ Year Treasury Bond ETF position peaked at $4.96M in Q4 2023.
1,103 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Retirement Capital Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.