VIS
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Vega Investment Solutions’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Vega Investment Solutions’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
Q2 		$569K Hold
6,449
– – 0.13% 56
2025
Q1 		$587K Buy
+6,449
New +$574K 0.11% 72

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 $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vega Investment Solutions's TLT Position: Q2 2025 in Review

Vega Investment Solutions held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2025 at 6,449 shares worth $569K. The position accounts for 0.13% of the portfolio, ranked #56.

Vega Investment Solutions first reported a position in TLT in Q1 2025 and has held it in 2 quarters since. The position peaked at $587K in Q1 2025. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Vega Investment Solutions held 6,449 shares of iShares 20+ Year Treasury Bond ETF worth $569K as of Q2 2025.
  • Vega Investment Solutions left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2025.
  • iShares 20+ Year Treasury Bond ETF made up 0.13% of Vega Investment Solutions's portfolio in Q2 2025, its #56 holding.
  • Vega Investment Solutions first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • Vega Investment Solutions's iShares 20+ Year Treasury Bond ETF position peaked at $587K in Q1 2025.
  • 1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Vega Investment Solutions's 13F filing for Q2 2025, filed 13 Aug 2025.