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Ridgepath Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Ridgepath Capital Management’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
-22,332
Closed -$1.97M – 50
2025
Q2 		$1.97M Sell
22,332
-44,469
-67% -$3.88M 0.91% 16
2025
Q1 		$6.08M Buy
+66,801
New +$5.95M 2.93% 9
2024
Q4 		– Sell
-40,849
Closed -$4.01M – 52
2024
Q3 		$4.01M Buy
40,849
+2,713
+7% +$262K 3.2% 10
2024
Q2 		$3.5M Buy
38,136
+1,722
+5% +$157K 3.43% 8
2024
Q1 		$3.45M Buy
+36,414
New +$3.44M 3.88% 7

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
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
UBS Group
UBS Group Zurich, Switzerland $666B 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 $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

Ridgepath Capital Management's TLT Position: Q3 2025 in Review

Ridgepath Capital Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 22,332 shares — an estimated $1.97M sold.

Ridgepath Capital Management first reported a position in TLT in Q1 2024 and held it in 5 quarters. The position peaked at $6.08M in Q1 2025. 1,094 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Ridgepath Capital Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Ridgepath Capital Management sold 22,332 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $1.97M.
  • Ridgepath Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and held it in 5 quarters.
  • Ridgepath Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $6.08M in Q1 2025.
  • 1,094 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Ridgepath Capital Management's 13F filing for Q3 2025, filed 9 Oct 2025.