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

Semmax Financial 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
Q2 		$3.07K Sell
35
-86
-71% -$7.5K ﹤0.01% 325
2025
Q1 		$10.5K Sell
121
-3,882
-97% -$346K ﹤0.01% 231
2024
Q4 		$355K Sell
4,003
-33,067
-89% -$3.04M 0.09% 114
2024
Q3 		$3.36M Buy
37,070
+1,536
+4% +$148K 0.92% 44
2024
Q2 		$3.46M Buy
35,534
+3,732
+12% +$340K 1.04% 42
2024
Q1 		$2.87M Buy
31,802
+1,885
+6% +$178K 0.95% 49
2023
Q4 		$2.76M Buy
29,917
+29,695
+13,376% +$2.68M 1.01% 42
2023
Q3 		$19.5K Buy
+222
New +$21.3K 0.01% 167
2022
Q1 		– Sell
-24
Closed -$4K – 306
2021
Q4 		$4K Hold
24
– – ﹤0.01% 215
2021
Q3 		$3K Hold
24
– – ﹤0.01% 214
2021
Q2 		$3K Hold
24
– – ﹤0.01% 211
2021
Q1 		$3K Sell
24
-36
-60% -$5.22K ﹤0.01% 228
2020
Q4 		$9K Sell
60
-4,021
-99% -$638K ﹤0.01% 161
2020
Q3 		$666K Buy
4,081
+259
+7% +$43K 0.32% 77
2020
Q2 		$627K Sell
3,822
-2,222
-37% -$366K 0.33% 76
2020
Q1 		$997K Buy
6,044
+2,080
+52% +$310K 0.63% 54
2019
Q4 		$537K Buy
3,964
+477
+14% +$66.4K 0.3% 67
2019
Q3 		$499K Buy
+3,487
New +$485K 0.3% 64

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 $162B AUM 16.35% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Semmax Financial Advisors's TLT Position: Q2 2025 in Review

Semmax Financial Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 71% in Q2 2025, selling an estimated $7.5K and leaving 35 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Semmax Financial Advisors first reported a position in TLT in Q3 2019 and has held it in 18 quarters since. The position peaked at $3.46M in Q2 2024. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Semmax Financial Advisors held 35 shares of iShares 20+ Year Treasury Bond ETF worth $3.07K as of Q2 2025.
  • Semmax Financial Advisors sold 86 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $7.5K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #325 holding.
  • Semmax Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and has held it in 18 quarters since.
  • Semmax Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $3.46M in Q2 2024.
  • 1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.