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RWA Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

RWA Wealth Partners’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
-7,095
Closed -$626K – 629
2025
Q2 		$626K Sell
7,095
-115,723
-94% -$10.1M 0.01% 395
2025
Q1 		$11.2M Buy
+122,818
New +$10.9M 0.14% 92
2024
Q4 		– Sell
-129,276
Closed -$12.7M – 592
2024
Q3 		$12.7M Buy
129,276
+118,332
+1,081% +$11.4M 0.16% 85
2024
Q2 		$1M Buy
+10,944
New +$997K 0.01% 300
2024
Q1 		– Sell
-133,318
Closed -$13.2M – 548
2023
Q4 		$13.2M Buy
+133,318
New +$12M 0.19% 83
2022
Q1 		– Sell
-8,627
Closed -$1.28M – 273
2021
Q4 		$1.28M Buy
8,627
+1,520
+21% +$224K 0.09% 118
2021
Q3 		$1.03M Buy
7,107
+318
+5% +$47.2K 0.08% 125
2021
Q2 		$980K Buy
+6,789
New +$947K 0.07% 127
2020
Q2 		– Sell
-1,609
Closed -$265K – 222
2020
Q1 		$265K Sell
1,609
-1,499
-48% -$223K 0.04% 175
2019
Q4 		$421K Sell
3,108
-7,130
-70% -$992K 0.04% 172
2019
Q3 		$1.47M Buy
10,238
+1,063
+12% +$148K 0.15% 103
2019
Q2 		$1.22M Sell
9,175
-13,924
-60% -$1.77M 0.13% 105
2019
Q1 		$2.92M Sell
23,099
-12,750
-36% -$1.55M 0.33% 75
2018
Q4 		$4.36M Buy
+35,849
New +$4.15M 0.57% 46
2018
Q3 		– Sell
-297
Closed -$36K – 651
2018
Q2 		$36K Hold
297
– – ﹤0.01% 462
2018
Q1 		$36K Buy
+297
New +$35.9K ﹤0.01% 371

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

RWA Wealth Partners's TLT Position: Q3 2025 in Review

RWA Wealth Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 7,095 shares — an estimated $626K sold.

RWA Wealth Partners first reported a position in TLT in Q1 2018 and held it in 16 quarters. The position peaked at $13.2M in Q4 2023. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • RWA Wealth Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • RWA Wealth Partners sold 7,095 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $626K.
  • RWA Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2018 and held it in 16 quarters.
  • RWA Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $13.2M in Q4 2023.
  • 1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on RWA Wealth Partners's 13F filing for Q3 2025, filed 10 Nov 2025.