Savoie Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Savoie Capital’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 Q2	$5.56M	Sell	63,000 -123,500	-66%	-$10.8M	0.69%	29
2025 Q1	$16.3M	Hold	186,500	–	–	1.94%	10
2024 Q4	$16.3M	Buy	+186,500	New	+$17.2M	1.94%	10
2024 Q3	–	Sell	-10,000	Closed	-$918K	–	101
2024 Q2	$918K	Sell	10,000 -200	-2%	-$18.2K	0.12%	63
2024 Q1	$965K	Buy	10,200 +200	+2%	+$18.9K	0.13%	67
2023 Q4	$989K	Sell	10,000 -109,000	-92%	-$9.85M	0.23%	49
2023 Q3	$10.6M	Buy	+119,000	New	+$11.4M	2.76%	10

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

Savoie Capital's TLT Position: Q2 2025 in Review

Savoie Capital reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 66% in Q2 2025, selling an estimated $10.8M and leaving 63,000 shares worth $5.56M. The position accounts for 0.69% of the portfolio, ranked #29.

Savoie Capital first reported a position in TLT in Q3 2023 and has held it in 7 quarters since. The position peaked at $16.3M in Q1 2025. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

Savoie Capital held 63,000 shares of iShares 20+ Year Treasury Bond ETF worth $5.56M as of Q2 2025.
Savoie Capital sold 123,500 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $10.8M.
iShares 20+ Year Treasury Bond ETF made up 0.69% of Savoie Capital's portfolio in Q2 2025, its #29 holding.
Savoie Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 7 quarters since.
Savoie Capital's iShares 20+ Year Treasury Bond ETF position peaked at $16.3M in Q1 2025.
1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Savoie Capital's 13F filing for Q2 2025, filed 14 Aug 2025.