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Salem Investment Counselors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Salem Investment Counselors’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 		– Sell
-172
Closed -$15.4K – 1068
2025
Q3 		$15.4K Hold
172
– – ﹤0.01% 806
2025
Q2 		$15.2K Buy
+172
New +$15K ﹤0.01% 777
2023
Q3 		– Sell
-131
Closed -$13.5K – 1174
2023
Q2 		$13.5K Buy
+131
New +$13.6K ﹤0.01% 772
2021
Q2 		– Sell
-207
Closed -$28K – 953
2021
Q1 		$28K Buy
+207
New +$30K ﹤0.01% 544

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 $187B AUM 21.7% 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 $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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 $304B AUM 35.64% 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 $1.81T AUM 41.13% 1-Year Est. Return

Salem Investment Counselors's TLT Position: Q4 2025 in Review

Salem Investment Counselors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 172 shares — an estimated $15.4K sold.

Salem Investment Counselors first reported a position in TLT in Q1 2021 and held it in 4 quarters. The position peaked at $28K in Q1 2021. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Salem Investment Counselors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 172 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $15.4K.
  • Salem Investment Counselors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and held it in 4 quarters.
  • Salem Investment Counselors's iShares 20+ Year Treasury Bond ETF position peaked at $28K in Q1 2021.
  • 1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.