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Shepherd Kaplan Krochuk’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Shepherd Kaplan Krochuk’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
Q1 		– Sell
-45,665
Closed -$3.99M – 61
2024
Q4 		$3.99M Buy
+45,665
New +$4.2M 3.33% 11
2024
Q1 		– Sell
-27,660
Closed -$2.74M – 57
2023
Q4 		$2.74M Sell
27,660
-3,050
-10% -$276K 2.22% 18
2023
Q3 		$2.72M Sell
30,710
-80,282
-72% -$7.72M 2.37% 17
2023
Q2 		$11.4M Buy
110,992
+81,366
+275% +$8.44M 9.04% 1
2023
Q1 		$3.15M Sell
29,626
-14,595
-33% -$1.53M 2.78% 14
2022
Q4 		$4.4M Sell
44,221
-13,383
-23% -$1.35M 2.61% 15
2022
Q3 		$5.9M Sell
57,604
-10,608
-16% -$1.19M 2.96% 7
2022
Q2 		$7.84M Buy
+68,212
New +$8.03M 3.42% 5
2016
Q4 		– Sell
-4,800
Closed -$660K – 339
2016
Q3 		$660K Sell
4,800
-5,525
-54% -$767K 0.14% 96
2016
Q2 		$1.43M Buy
10,325
+4,750
+85% +$626K 0.36% 44
2016
Q1 		$728K Sell
5,575
-1,400
-20% -$179K 0.23% 73
2015
Q4 		$841K Sell
6,975
-1,975
-22% -$241K 0.22% 76
2015
Q3 		$1.11M Sell
8,950
-1,450
-14% -$176K 0.29% 56
2015
Q2 		$1.22M Buy
10,400
+2,110
+25% +$259K 0.23% 79
2015
Q1 		$1.08M Sell
8,290
-490
-6% -$64K 0.19% 92
2014
Q4 		$1.11M Sell
8,780
-1,400
-14% -$170K 0.18% 116
2014
Q3 		$1.18M Buy
10,180
+1,330
+15% +$153K 0.15% 109
2014
Q2 		$1M Buy
8,850
+666
+8% +$74.3K 0.11% 142
2014
Q1 		$893K Buy
8,184
+3,780
+86% +$403K 0.1% 156
2013
Q4 		$449K Sell
4,404
-646
-13% -$67.6K 0.06% 218
2013
Q3 		$537K Buy
5,050
+404
+9% +$42.8K 0.09% 194
2013
Q2 		$513K Buy
+4,646
New +$546K 0.1% 193

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Shepherd Kaplan Krochuk's TLT Position: Q1 2025 in Review

Shepherd Kaplan Krochuk sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 45,665 shares — an estimated $3.99M sold.

Shepherd Kaplan Krochuk first reported a position in TLT in Q2 2013 and held it in 22 quarters. The position peaked at $11.4M in Q2 2023. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

  • Shepherd Kaplan Krochuk reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 45,665 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $3.99M.
  • Shepherd Kaplan Krochuk first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and held it in 22 quarters.
  • Shepherd Kaplan Krochuk's iShares 20+ Year Treasury Bond ETF position peaked at $11.4M in Q2 2023.
  • 1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2025, filed 15 May 2025.