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Shira Ridge Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Shira Ridge Wealth 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
Q2 		– Sell
-3,295
Closed -$300K – 85
2025
Q1 		$300K Sell
3,295
-14,172
-81% -$1.26M 0.15% 61
2024
Q4 		$1.53M Buy
17,467
+316
+2% +$29.1K 0.75% 25
2024
Q3 		$1.68M Buy
17,151
+14,267
+495% +$1.38M 0.86% 25
2024
Q2 		$265K Buy
+2,884
New +$263K 0.15% 68

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Shira Ridge Wealth Management's TLT Position: Q2 2025 in Review

Shira Ridge Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 3,295 shares — an estimated $300K sold.

Shira Ridge Wealth Management first reported a position in TLT in Q2 2024 and held it in 4 quarters. The position peaked at $1.68M in Q3 2024. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Shira Ridge Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Shira Ridge Wealth Management sold 3,295 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $300K.
  • Shira Ridge Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and held it in 4 quarters.
  • Shira Ridge Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.68M in Q3 2024.
  • 1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.