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Retirement Financial Solutions’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Retirement Financial Solutions’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
-112,012
Closed -$9.89M – 52
2025
Q2 		$9.89M Buy
112,012
+817
+0.7% +$71.2K 3.48% 13
2025
Q1 		$10.1M Buy
111,195
+18,729
+20% +$1.67M 3.94% 10
2024
Q4 		$8.07M Sell
92,466
-636
-0.7% -$58.5K 4.35% 10
2024
Q3 		$9.13M Buy
93,102
+696
+0.8% +$67.1K 4% 11
2024
Q2 		$8.48M Buy
92,406
+7,319
+9% +$667K 3.99% 11
2024
Q1 		$8.05M Buy
85,087
+7,411
+10% +$701K 4.14% 11
2023
Q4 		$7.68M Buy
+77,676
New +$7.02M 4.35% 11
2023
Q1 		– Sell
-1,761
Closed -$175K – 226
2022
Q4 		$175K Buy
+1,761
New +$177K 0.15% 29

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 $157B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return