TC
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Truvestments Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Truvestments Capital’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
Q3 		– Sell
-48
Closed -$4.24K – 1119
2025
Q2 		$4.24K Hold
48
– – ﹤0.01% 752
2025
Q1 		$4.37K Buy
+48
New +$4.27K ﹤0.01% 766
2023
Q3 		– Sell
-68
Closed -$7K – 713
2023
Q2 		$7K Sell
68
-39
-36% -$4.05K ﹤0.01% 491
2023
Q1 		$11.4K Hold
107
– – 0.01% 427
2022
Q4 		$10.7K Buy
+107
New +$10.8K 0.01% 453
2021
Q4 		– Sell
-5
Closed -$1K – 654
2021
Q3 		$1K Hold
5
– – ﹤0.01% 601
2021
Q2 		$1K Hold
5
– – ﹤0.01% 607
2021
Q1 		$1K Hold
5
– – ﹤0.01% 656
2020
Q4 		$0 Buy
+5
New +$794 ﹤0.01% 616

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 $157B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return