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

Saxony Capital Management’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
-3,181
Closed -$284K – 181
2025
Q3 		$284K Sell
3,181
-152
-5% -$13.3K 0.19% 109
2025
Q2 		$294K Sell
3,333
-15,984
-83% -$1.39M 0.23% 91
2025
Q1 		$1.76M Buy
19,317
+16,964
+721% +$1.51M 1.54% 23
2024
Q4 		$206K Buy
2,353
+250
+12% +$23K 0.18% 122
2024
Q3 		$206K Sell
2,103
-690
-25% -$66.5K 0.19% 125
2024
Q2 		$256K Sell
2,793
-739
-21% -$67.3K 0.28% 94
2024
Q1 		$334K Buy
3,532
+516
+17% +$48.8K 0.4% 67
2023
Q4 		$298K Buy
+3,016
New +$273K 0.4% 70

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
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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Saxony Capital Management's TLT Position: Q4 2025 in Review

Saxony Capital Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 3,181 shares — an estimated $284K sold.

Saxony Capital Management first reported a position in TLT in Q4 2023 and held it in 8 quarters. The position peaked at $1.76M in Q1 2025. 1,152 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Saxony Capital Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Saxony Capital Management sold 3,181 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $284K.
  • Saxony Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 8 quarters.
  • Saxony Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.76M in Q1 2025.
  • 1,152 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Saxony Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.