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	–	712
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Truvestments Capital's TLT Position: Q3 2025 in Review

Truvestments Capital sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 48 shares — an estimated $4.24K sold.

Truvestments Capital first reported a position in TLT in Q4 2020 and held it in 9 quarters. The position peaked at $11.4K in Q1 2023. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

Truvestments Capital reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Truvestments Capital sold 48 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $4.24K.
Truvestments Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and held it in 9 quarters.
Truvestments Capital's iShares 20+ Year Treasury Bond ETF position peaked at $11.4K in Q1 2023.
1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Truvestments Capital's 13F filing for Q3 2025, filed 14 Nov 2025.