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Ridgewood Investments’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Ridgewood Investments’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
-251
Closed -$22.2K – 635
2025
Q2 		$22.2K Hold
251
– – 0.01% 428
2025
Q1 		$22.8K Hold
251
– – 0.01% 414
2024
Q4 		$21.9K Hold
251
– – 0.01% 408
2024
Q3 		$24.6K Sell
251
-202
-45% -$19.5K 0.01% 408
2024
Q2 		$41.5K Buy
+453
New +$41.3K 0.02% 344
2023
Q3 		– Sell
-653
Closed -$67.2K – 704
2023
Q2 		$67.2K Buy
653
+200
+44% +$20.7K 0.04% 286
2023
Q1 		$48.1K Buy
+453
New +$47.4K 0.03% 345
2021
Q1 		– Sell
-1,476
Closed -$241K – 213
2020
Q4 		$241K Hold
1,476
– – 0.19% 137
2020
Q3 		$241K Buy
1,476
+1
+0.1% +$166 0.19% 138
2020
Q2 		$242K Sell
1,475
-102
-6% -$16.8K 0.2% 136
2020
Q1 		$260K Buy
+1,577
New +$235K 0.26% 109
2019
Q4 		– Sell
-1,436
Closed -$205K – 205
2019
Q3 		$205K Buy
+1,436
New +$200K 0.16% 162

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ridgewood Investments's TLT Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 251 shares — an estimated $22.2K sold.

Ridgewood Investments first reported a position in TLT in Q3 2019 and held it in 12 quarters. The position peaked at $260K in Q1 2020. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Ridgewood Investments reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 251 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $22.2K.
  • Ridgewood Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and held it in 12 quarters.
  • Ridgewood Investments's iShares 20+ Year Treasury Bond ETF position peaked at $260K in Q1 2020.
  • 1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.