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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Retirement Financial Solutions's TLT Position: Q3 2025 in Review

Retirement Financial Solutions sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 112,012 shares — an estimated $9.89M sold.

Retirement Financial Solutions first reported a position in TLT in Q4 2022 and held it in 8 quarters. The position peaked at $10.1M in Q1 2025. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

Retirement Financial Solutions reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Retirement Financial Solutions sold 112,012 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $9.89M.
Retirement Financial Solutions first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 8 quarters.
Retirement Financial Solutions's iShares 20+ Year Treasury Bond ETF position peaked at $10.1M in Q1 2025.
1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Retirement Financial Solutions's 13F filing for Q3 2025, filed 22 Oct 2025.