Vantage Financial Partners (Wisconsin)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Vantage Financial Partners (Wisconsin)’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	–	Sell	-2,282	Closed	-$204K	–	222
2025 Q3	$204K	Sell	2,282 -554	-20%	-$48.5K	0.04%	203
2025 Q2	$250K	Sell	2,836 -400	-12%	-$34.9K	0.06%	176
2025 Q1	$295K	Sell	3,236 -283	-8%	-$25.2K	0.07%	142
2024 Q4	$307K	Sell	3,519 -46,754	-93%	-$4.3M	0.08%	134
2024 Q3	$4.93M	Buy	50,273 +2,126	+4%	+$205K	1.22%	12
2024 Q2	$4.42M	Buy	48,147 +7,546	+19%	+$688K	1.15%	19
2024 Q1	$3.84M	Buy	40,601 +980	+2%	+$92.7K	1.03%	20
2023 Q4	$3.92M	Buy	+39,621	New	+$3.58M	1.15%	19

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s TLT Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 2,282 shares — an estimated $204K sold.

Vantage Financial Partners (Wisconsin) first reported a position in TLT in Q4 2023 and held it in 8 quarters. The position peaked at $4.93M in Q3 2024. 1,145 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

Vantage Financial Partners (Wisconsin) reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Vantage Financial Partners (Wisconsin) sold 2,282 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $204K.
Vantage Financial Partners (Wisconsin) first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 8 quarters.
Vantage Financial Partners (Wisconsin)'s iShares 20+ Year Treasury Bond ETF position peaked at $4.93M in Q3 2024.
1,145 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.