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TritonPoint Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

TritonPoint Wealth’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
Q4 		– Sell
-11,680
Closed -$1.04M – 348
2025
Q3 		$1.04M Buy
11,680
+335
+3% +$29.3K 0.09% 153
2025
Q2 		$1M Buy
11,345
+37
+0.3% +$3.23K 0.09% 155
2025
Q1 		$1.03M Buy
11,308
+528
+5% +$47K 0.1% 155
2024
Q4 		$941K Sell
10,780
-655
-6% -$60.3K 0.09% 152
2024
Q3 		$1.13M Sell
11,435
-870
-7% -$83.9K 0.1% 144
2024
Q2 		$1.13M Buy
12,305
+2,853
+30% +$260K 0.11% 142
2024
Q1 		$239K Buy
9,452
+6,946
+277% +$657K 0.03% 294
2023
Q4 		$248K Buy
+2,506
New +$226K 0.02% 303

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TritonPoint Wealth's TLT Position: Q4 2025 in Review

TritonPoint Wealth sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 11,680 shares — an estimated $1.04M sold.

TritonPoint Wealth first reported a position in TLT in Q4 2023 and held it in 8 quarters. The position peaked at $1.13M in Q2 2024. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • TritonPoint Wealth reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 11,680 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $1.04M.
  • TritonPoint Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 8 quarters.
  • TritonPoint Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $1.13M in Q2 2024.
  • 1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.