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Running Point Capital Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Running Point Capital Advisors’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
2021
Q1 		– Sell
-700
Closed -$110K – 142
2020
Q4 		$110K Buy
+700
New +$111K 0.06% 86

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Running Point Capital Advisors's TLT Position: Q4 2025 in Review

Running Point Capital Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.02% in Q4 2025, selling an estimated $89 and leaving 4,490 shares worth $391K. The position accounts for 0.11% of the portfolio, ranked #97.

Running Point Capital Advisors first reported a position in TLT in Q4 2020 and has held it in 21 quarters since. The position peaked at $935K in Q2 2023. 1,145 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Running Point Capital Advisors held 4,490 shares of iShares 20+ Year Treasury Bond ETF worth $391K as of Q4 2025.
  • Running Point Capital Advisors sold 1 iShares 20+ Year Treasury Bond ETF share in Q4 2025, an estimated $89.
  • iShares 20+ Year Treasury Bond ETF made up 0.11% of Running Point Capital Advisors's portfolio in Q4 2025, its #97 holding.
  • Running Point Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Running Point Capital Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $935K in Q2 2023.
  • 1,145 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.