TFF
TLT icon

The Family Firm’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

The Family Firm’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 		$1.47M Buy
18,338
+3,773
+26% +$329K 0.36% 63
2025
Q1 		$1.33M Buy
14,565
+63
+0.4% +$5.61K 0.3% 69
2024
Q4 		$1.27M Buy
14,502
+896
+7% +$82.5K 0.28% 66
2024
Q3 		$1.33M Buy
13,606
+998
+8% +$96.2K 0.29% 68
2024
Q2 		$1.16M Buy
12,608
+1,189
+10% +$108K 0.26% 69
2024
Q1 		$1.08M Buy
11,419
+496
+5% +$46.9K 0.26% 72
2023
Q4 		$1.08M Buy
10,923
+1,833
+20% +$166K 0.28% 66
2023
Q3 		$806K Sell
9,090
-17
-0.2% -$1.63K 0.23% 76
2023
Q2 		$937K Sell
9,107
-23
-0.3% -$2.39K 0.25% 72
2023
Q1 		$971K Buy
9,130
+258
+3% +$27K 0.27% 70
2022
Q4 		$883K Buy
8,872
+370
+4% +$37.3K 0.26% 74
2022
Q3 		$871K Sell
8,502
-450
-5% -$50.7K 0.28% 70
2022
Q2 		$1.03M Buy
8,952
+557
+7% +$65.6K 0.3% 65
2022
Q1 		$1.11M Buy
8,395
+308
+4% +$42.5K 0.29% 70
2021
Q4 		$1.2M Buy
8,087
+319
+4% +$47K 0.31% 63
2021
Q3 		$1.11M Sell
7,768
-415
-5% -$61.6K 0.29% 68
2021
Q2 		$1.18M Buy
8,183
+383
+5% +$53.4K 0.32% 61
2021
Q1 		$1.06M Buy
7,800
+1,816
+30% +$263K 0.31% 64
2020
Q4 		$908K Buy
5,984
+337
+6% +$53.5K 0.27% 66
2020
Q3 		$922K Buy
5,647
+13
+0.2% +$2.16K 0.33% 58
2020
Q2 		$924K Buy
5,634
+16
+0.3% +$2.63K 0.35% 56
2020
Q1 		$927K Sell
5,618
-1,727
-24% -$257K 0.39% 54
2019
Q4 		$995K Sell
7,345
-297
-4% -$41.3K 0.34% 56
2019
Q3 		$1.09M Sell
7,642
-847
-10% -$118K 0.39% 53
2019
Q2 		$1.13M Sell
8,489
-162
-2% -$20.6K 0.4% 52
2019
Q1 		$1.09M Buy
8,651
+498
+6% +$60.6K 0.4% 52
2018
Q4 		$991K Buy
8,153
+47
+0.6% +$5.44K 0.4% 52
2018
Q3 		$951K Sell
8,106
-106
-1% -$12.7K 0.34% 55
2018
Q2 		$1M Buy
8,212
+2,905
+55% +$347K 0.38% 50
2018
Q1 		$647K Buy
+5,307
New +$641K 0.25% 61

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 $303B AUM 53.02% 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

The Family Firm's TLT Position: Q2 2025 in Review

The Family Firm increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 26% in Q2 2025, buying an estimated $329K and bringing the position to 18,338 shares worth $1.47M. The position accounts for 0.36% of the portfolio, ranked #63.

The Family Firm first reported a position in TLT in Q1 2018 and has held it in 30 quarters since. 1,103 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • The Family Firm held 18,338 shares of iShares 20+ Year Treasury Bond ETF worth $1.47M as of Q2 2025.
  • The Family Firm bought 3,773 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $329K.
  • iShares 20+ Year Treasury Bond ETF made up 0.36% of The Family Firm's portfolio in Q2 2025, its #63 holding.
  • The Family Firm first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2018 and has held it in 30 quarters since.
  • 1,103 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.