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Sugar Maple Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sugar Maple Asset 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
-11,000
Closed -$1M – 84
2025
Q1 		$1M Buy
+11,000
New +$979K 0.79% 26
2024
Q4 		– Sell
-8,000
Closed -$785K – 479
2024
Q3 		$785K Buy
+8,000
New +$771K 0.68% 29

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sugar Maple Asset Management's TLT Position: Q2 2025 in Review

Sugar Maple Asset Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 11,000 shares — an estimated $1M sold.

Sugar Maple Asset Management first reported a position in TLT in Q3 2024 and held it in 2 quarters. The position peaked at $1M in Q1 2025. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Sugar Maple Asset Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 11,000 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $1M.
  • Sugar Maple Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and held it in 2 quarters.
  • Sugar Maple Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $1M in Q1 2025.
  • 1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Sugar Maple Asset Management's 13F filing for Q2 2025, filed 15 Aug 2025.