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SPC Financial Inc’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

SPC Financial Inc’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
Q3 		$280K Buy
3,130
+50
+2% +$4.37K 0.02% 230
2025
Q2 		$272K Buy
3,080
+98
+3% +$8.54K 0.02% 223
2025
Q1 		$271K Sell
2,982
-116
-4% -$10.3K 0.02% 219
2024
Q4 		$271K Buy
3,098
+188
+6% +$17.3K 0.02% 223
2024
Q3 		$285K Buy
2,910
+376
+15% +$36.3K 0.03% 216
2024
Q2 		$233K Buy
2,534
+176
+7% +$16K 0.02% 225
2024
Q1 		$223K Sell
2,358
-110
-4% -$10.4K 0.02% 221
2023
Q4 		$244K Buy
+2,468
New +$223K 0.02% 202
2023
Q3 		– Sell
-2,111
Closed -$217K – 221
2023
Q2 		$217K Buy
2,111
+77
+4% +$7.99K 0.02% 206
2023
Q1 		$216K Buy
+2,034
New +$213K 0.02% 195
2022
Q2 		– Sell
-1,594
Closed -$211K – 206
2022
Q1 		$211K Buy
1,594
+5
+0.3% +$690 0.02% 183
2021
Q4 		$235K Buy
1,589
+47
+3% +$6.93K 0.03% 173
2021
Q3 		$223K Sell
1,542
-48
-3% -$7.13K 0.03% 166
2021
Q2 		$230K Buy
+1,590
New +$222K 0.03% 161
2021
Q1 		– Sell
-1,295
Closed -$204K – 175
2020
Q4 		$204K Buy
+1,295
New +$206K 0.03% 157
2020
Q2 		– Sell
-1,430
Closed -$236K – 140
2020
Q1 		$236K Buy
+1,430
New +$213K 0.06% 123

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SPC Financial Inc's TLT Position: Q3 2025 in Review

SPC Financial Inc increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.6% in Q3 2025, buying an estimated $4.37K and bringing the position to 3,130 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #230.

SPC Financial Inc first reported a position in TLT in Q1 2020 and has held it in 16 quarters since. The position peaked at $285K in Q3 2024. 1,094 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • SPC Financial Inc held 3,130 shares of iShares 20+ Year Treasury Bond ETF worth $280K as of Q3 2025.
  • SPC Financial Inc bought 50 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $4.37K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of SPC Financial Inc's portfolio in Q3 2025, its #230 holding.
  • SPC Financial Inc first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and has held it in 16 quarters since.
  • SPC Financial Inc's iShares 20+ Year Treasury Bond ETF position peaked at $285K in Q3 2024.
  • 1,094 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.