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U.S. Wealth Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

U.S. Wealth Group’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 		$9.87M Sell
113,202
-1,306
-1% -$117K 6.5% 4
2025
Q3 		$10.2M Buy
114,508
+33,515
+41% +$2.93M 6.69% 1
2025
Q2 		$7.15M Sell
80,993
-8,080
-9% -$705K 5.57% 5
2025
Q1 		$8.11M Sell
89,073
-1,623
-2% -$144K 6.43% 2
2024
Q4 		$7.92M Buy
+90,696
New +$8.35M 5.99% 4

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

U.S. Wealth Group's TLT Position: Q4 2025 in Review

U.S. Wealth Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.1% in Q4 2025, selling an estimated $117K and leaving 113,202 shares worth $9.87M. The position accounts for 6.5% of the portfolio, ranked #4.

U.S. Wealth Group first reported a position in TLT in Q4 2024 and has held it in 5 quarters since. The position peaked at $10.2M in Q3 2025. 1,145 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • U.S. Wealth Group held 113,202 shares of iShares 20+ Year Treasury Bond ETF worth $9.87M as of Q4 2025.
  • U.S. Wealth Group sold 1,306 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $117K.
  • iShares 20+ Year Treasury Bond ETF made up 6.5% of U.S. Wealth Group's portfolio in Q4 2025, its #4 holding.
  • U.S. Wealth Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • U.S. Wealth Group's iShares 20+ Year Treasury Bond ETF position peaked at $10.2M in Q3 2025.
  • 1,145 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.