TI
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TrueMark Investments’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

TrueMark Investments’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
-3,528
Closed -$321K – 213
2025
Q1 		$321K Buy
3,528
+1,034
+41% +$92K 0.08% 128
2024
Q4 		$218K Sell
2,494
-1,346
-35% -$124K 0.07% 133
2024
Q3 		$377K Sell
3,840
-180
-4% -$17.4K 0.12% 148
2024
Q2 		$369K Buy
+4,020
New +$366K 0.13% 149

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

TrueMark Investments's TLT Position: Q2 2025 in Review

TrueMark Investments sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 3,528 shares — an estimated $321K sold.

TrueMark Investments first reported a position in TLT in Q2 2024 and held it in 4 quarters. The position peaked at $377K in Q3 2024. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • TrueMark Investments reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • TrueMark Investments sold 3,528 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $321K.
  • TrueMark Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and held it in 4 quarters.
  • TrueMark Investments's iShares 20+ Year Treasury Bond ETF position peaked at $377K in Q3 2024.
  • 1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on TrueMark Investments's 13F filing for Q2 2025, filed 29 Jul 2025.