Trivium Point Advisory’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
– Sell
-5,974
Closed -$544K – 361
2025
Q1
$544K Sell
5,974
-640
-10% -$57K 0.07% 219
2024
Q4
$578K Sell
6,614
-564
-8% -$51.9K 0.07% 211
2024
Q3
$645K Sell
7,178
-994
-12% -$95.9K 0.09% 203
2024
Q2
$750K Buy
8,172
+3,831
+88% +$349K 0.11% 181
2024
Q1
$411K Buy
4,341
+2,270
+110% +$215K 0.09% 169
2023
Q4
$205K Buy
+2,071
New +$187K 0.05% 192

Other funds holding TLT

Trivium Point Advisory's TLT Position: Q2 2025 in Review

Trivium Point Advisory sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 5,974 shares — an estimated $544K sold.

Trivium Point Advisory first reported a position in TLT in Q4 2023 and held it in 6 quarters. The position peaked at $750K in Q2 2024. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Trivium Point Advisory reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Trivium Point Advisory sold 5,974 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $544K.
  • Trivium Point Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
  • Trivium Point Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $750K in Q2 2024.
  • 1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Trivium Point Advisory's 13F filing for Q2 2025, filed 17 Jul 2025.