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Summit X LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Summit X LLC’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
-59,367
Closed -$5.24M – 210
2025
Q2 		$5.24M Buy
59,367
+13,414
+29% +$1.17M 0.98% 23
2025
Q1 		$4.18M Sell
45,953
-26,251
-36% -$2.34M 0.88% 27
2024
Q4 		$6.31M Sell
72,204
-10,880
-13% -$1M 1.4% 19
2024
Q3 		$7.63M Sell
83,084
-2,841
-3% -$274K 1.85% 13
2024
Q2 		$7.89M Buy
85,925
+8,604
+11% +$784K 1.77% 13
2024
Q1 		$7.32M Sell
77,321
-7,533
-9% -$712K 1.87% 14
2023
Q4 		$8.39M Buy
84,854
+2,374
+3% +$215K 2.39% 6
2023
Q3 		$7.32M Buy
82,480
+38,279
+87% +$3.68M 2.32% 7
2023
Q2 		$4.55M Sell
44,201
-428
-1% -$44.4K 1.11% 19
2023
Q1 		$4.75M Buy
+44,629
New +$4.67M 1.23% 16
2022
Q4 		– Sell
-33,008
Closed -$3.38M – 262
2022
Q3 		$3.38M Buy
+33,008
New +$3.72M 1% 20
2021
Q1 		– Sell
-2,685
Closed -$395K – 277
2020
Q4 		$395K Buy
+2,685
New +$426K 0.12% 175
2020
Q2 		$617K Sell
3,760
-3,923
-51% -$646K 0.23% 104
2020
Q1 		$1.2M Buy
7,683
+385
+5% +$57.4K 0.56% 49
2019
Q4 		$975K Buy
7,298
+467
+7% +$65K 0.36% 69
2019
Q3 		$956K Buy
+6,831
New +$949K 0.38% 71
2018
Q3 		– Sell
-6,781
Closed -$801K – 236
2018
Q2 		$801K Buy
6,781
+3,783
+126% +$453K 0.45% 49
2018
Q1 		$344K Sell
2,998
-1,750
-37% -$211K 0.21% 132
2017
Q4 		$596K Buy
4,748
+961
+25% +$121K 0.38% 75
2017
Q3 		$436K Buy
3,787
+987
+35% +$124K 0.29% 102
2017
Q2 		$359K Buy
+2,800
New +$346K 0.26% 118

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Summit X LLC's TLT Position: Q3 2025 in Review

Summit X LLC sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 59,367 shares — an estimated $5.24M sold.

Summit X LLC first reported a position in TLT in Q2 2017 and held it in 21 quarters. The position peaked at $8.39M in Q4 2023. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Summit X LLC reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 59,367 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $5.24M.
  • Summit X LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2017 and held it in 21 quarters.
  • Summit X LLC's iShares 20+ Year Treasury Bond ETF position peaked at $8.39M in Q4 2023.
  • 1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.