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Spahn Wealth & Retirement’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Spahn Wealth & Retirement’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
-36,739
Closed -$3.34M – 38
2025
Q1 		$3.34M Sell
36,739
-142
-0.4% -$12.6K 2.45% 17
2024
Q4 		$3.22M Buy
+36,881
New +$3.39M 2.11% 18

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

Spahn Wealth & Retirement's TLT Position: Q2 2025 in Review

Spahn Wealth & Retirement sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 36,739 shares — an estimated $3.34M sold.

Spahn Wealth & Retirement first reported a position in TLT in Q4 2024 and held it in 2 quarters. The position peaked at $3.34M in Q1 2025. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Spahn Wealth & Retirement reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Spahn Wealth & Retirement sold 36,739 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $3.34M.
  • Spahn Wealth & Retirement first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • Spahn Wealth & Retirement's iShares 20+ Year Treasury Bond ETF position peaked at $3.34M in Q1 2025.
  • 1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2025, filed 14 Nov 2025.