Stephens Consulting’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Stephens Consulting’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	Closed	-$3.28K	–	1934
2025 Q1	$3.28K	Sell	36 -76	-68%	-$6.76K	﹤0.01%	404
2024 Q4	$9.78K	Sell	112 -13	-10%	-$1.2K	﹤0.01%	355
2024 Q3	$12.3K	Buy	+125	New	+$12.1K	﹤0.01%	316
2023 Q2	–	Sell	-70	Closed	-$7.45K	–	528
2023 Q1	$7.45K	Sell	70 -388	-85%	-$40.6K	﹤0.01%	355
2022 Q4	$45.6K	Sell	458 -13	-3%	-$1.31K	0.03%	174
2022 Q3	$48.3K	Buy	471 +266	+130%	+$29.9K	0.04%	176
2022 Q2	$23.5K	Buy	+205	New	+$24.1K	0.02%	234

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stephens Consulting's TLT Position: Q2 2025 in Review

Stephens Consulting sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 36 shares — an estimated $3.28K sold.

Stephens Consulting first reported a position in TLT in Q2 2022 and held it in 7 quarters. The position peaked at $48.3K in Q3 2022. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

Stephens Consulting reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 36 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $3.28K.
Stephens Consulting first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and held it in 7 quarters.
Stephens Consulting's iShares 20+ Year Treasury Bond ETF position peaked at $48.3K in Q3 2022.
1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.