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

SWMG 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
Q2 		– Sell
-5,567
Closed -$495K – 136
2025
Q1 		$495K Sell
5,567
-3,915
-41% -$349K 0.2% 77
2024
Q4 		$830K Buy
9,482
+158
+2% +$14.5K 0.33% 44
2024
Q3 		$837K Sell
9,324
-3,683
-28% -$355K 0.35% 43
2024
Q2 		$1.19M Sell
13,007
-635
-5% -$57.9K 0.53% 33
2024
Q1 		$1.29M Sell
13,642
-4,767
-26% -$451K 0.58% 31
2023
Q4 		$1.82M Buy
18,409
+1,991
+12% +$180K 0.87% 23
2023
Q3 		$1.46M Buy
16,418
+13,598
+482% +$1.31M 0.76% 24
2023
Q2 		$290K Buy
+2,820
New +$293K 0.15% 72
2022
Q1 		$395K Sell
2,990
-2,134
-42% -$294K 0.22% 53
2021
Q4 		$759K Buy
5,124
+2,228
+77% +$328K 0.4% 41
2021
Q3 		$418K Buy
+2,896
New +$430K 0.24% 53

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SWMG LLC's TLT Position: Q2 2025 in Review

SWMG LLC sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 5,567 shares — an estimated $495K sold.

SWMG LLC first reported a position in TLT in Q3 2021 and held it in 11 quarters. The position peaked at $1.82M in Q4 2023. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • SWMG LLC reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • SWMG LLC sold 5,567 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $495K.
  • SWMG LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and held it in 11 quarters.
  • SWMG LLC's iShares 20+ Year Treasury Bond ETF position peaked at $1.82M in Q4 2023.
  • 1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on SWMG LLC's 13F filing for Q2 2025, filed 29 Jul 2025.