Strait & Sound Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Strait & Sound 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 Q3	–	Sell	-2,639	Closed	-$233K	–	151
2025 Q2	$233K	Sell	2,639 -97	-4%	-$8.46K	0.1%	133
2025 Q1	$249K	Buy	+2,736	New	+$244K	0.12%	126
2024 Q4	–	Sell	-2,500	Closed	-$245K	–	150
2024 Q3	$245K	Buy	+2,500	New	+$241K	0.12%	125

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Strait & Sound Wealth Management's TLT Position: Q3 2025 in Review

Strait & Sound Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 2,639 shares — an estimated $233K sold.

Strait & Sound Wealth Management first reported a position in TLT in Q3 2024 and held it in 3 quarters. The position peaked at $249K in Q1 2025. 1,094 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

Strait & Sound Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Strait & Sound Wealth Management sold 2,639 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $233K.
Strait & Sound Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and held it in 3 quarters.
Strait & Sound Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $249K in Q1 2025.
1,094 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Strait & Sound Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.