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Traphagen Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Traphagen Investment Advisors’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
-26,196
Closed -$2.38M – 195
2025
Q1 		$2.38M Sell
26,196
-80,697
-75% -$7.18M 0.25% 38
2024
Q4 		$9.33M Buy
106,893
+91,937
+615% +$8.46M 0.95% 18
2024
Q3 		$1.47M Sell
14,956
-3,486
-19% -$336K 0.15% 50
2024
Q2 		$1.69M Sell
18,442
-6,487
-26% -$591K 0.18% 47
2024
Q1 		$2.36M Sell
24,929
-157,051
-86% -$14.9M 0.25% 39
2023
Q4 		$18M Buy
+181,980
New +$16.4M 2.11% 12

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

Traphagen Investment Advisors's TLT Position: Q2 2025 in Review

Traphagen Investment Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 26,196 shares — an estimated $2.38M sold.

Traphagen Investment Advisors first reported a position in TLT in Q4 2023 and held it in 6 quarters. The position peaked at $18M in Q4 2023. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Traphagen Investment Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Traphagen Investment Advisors sold 26,196 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $2.38M.
  • Traphagen Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
  • Traphagen Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $18M in Q4 2023.
  • 1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Traphagen Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.