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Tucker Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Tucker Asset Management’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 		$664K Buy
7,623
+3,695
+94% +$330K 0.19% 32
2025
Q3 		$351K Buy
3,928
+1,450
+59% +$127K 0.11% 57
2025
Q2 		$219K Buy
2,478
+382
+18% +$33.3K 0.07% 97
2025
Q1 		$191K Sell
2,096
-139
-6% -$12.4K 0.06% 102
2024
Q4 		$195K Buy
2,235
+865
+63% +$79.6K 0.02% 151
2024
Q3 		$134K Buy
1,370
+192
+16% +$18.5K 0.03% 191
2024
Q2 		$108K Sell
1,178
-4,456
-79% -$406K 0.02% 247
2024
Q1 		$533K Buy
5,634
+5,298
+1,577% +$501K 0.12% 51
2023
Q4 		$33.2K Buy
336
+5
+2% +$452 0.01% 418
2023
Q3 		$29.4K Buy
331
+52
+19% +$5K 0.01% 428
2023
Q2 		$28.7K Buy
279
+24
+9% +$2.49K 0.01% 348
2023
Q1 		$27.1K Buy
255
+76
+42% +$7.95K 0.01% 355
2022
Q4 		$18K Hold
179
– – 0.01% 266
2022
Q3 		$17.2K Buy
179
+110
+159% +$12.4K 0.01% 264
2022
Q2 		$7.93K Sell
69
-298
-81% -$35.1K ﹤0.01% 276
2022
Q1 		$48.5K Buy
+367
New +$50.6K 0.02% 93
2021
Q1 		– Sell
-2
Closed -$315 – 389
2020
Q4 		$315 Buy
+2
New +$318 ﹤0.01% 363

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

Tucker Asset Management's TLT Position: Q4 2025 in Review

Tucker Asset Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 94% in Q4 2025, buying an estimated $330K and bringing the position to 7,623 shares worth $664K. The position accounts for 0.19% of the portfolio, ranked #32.

Tucker Asset Management first reported a position in TLT in Q4 2020 and has held it in 17 quarters since. 1,145 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Tucker Asset Management held 7,623 shares of iShares 20+ Year Treasury Bond ETF worth $664K as of Q4 2025.
  • Tucker Asset Management bought 3,695 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $330K.
  • iShares 20+ Year Treasury Bond ETF made up 0.19% of Tucker Asset Management's portfolio in Q4 2025, its #32 holding.
  • Tucker Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 17 quarters since.
  • 1,145 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.