Sage Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sage 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
2025 Q4	$615K	Buy	+7,061	New	+$631K	0.41%	29

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sage Advisors's TLT Position: Q4 2025 in Review

Sage Advisors opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025: 7,061 shares worth $615K. The stake represents 0.41% of the portfolio and ranks #29 among its holdings.

1,145 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

Sage Advisors held 7,061 shares of iShares 20+ Year Treasury Bond ETF worth $615K as of Q4 2025.
iShares 20+ Year Treasury Bond ETF was a new Sage Advisors position in Q4 2025.
iShares 20+ Year Treasury Bond ETF made up 0.41% of Sage Advisors's portfolio in Q4 2025, its #29 holding.
1,145 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.