Watts Gwilliam & Co’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Watts Gwilliam & Co’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	$3.96M	Sell	44,350 -1,000	-2%	-$87.5K	0.64%	29
2025 Q2	$4.04M	Sell	45,350 -7,387	-14%	-$644K	0.66%	29
2025 Q1	$4.8M	Sell	52,737 -1,182	-2%	-$105K	1.04%	25
2024 Q4	$4.63M	Sell	53,919 -4,021	-7%	-$370K	0.98%	23
2024 Q3	$5.5M	Buy	+57,940	New	+$5.59M	1.2%	20
2024 Q1	$3.98M	Buy	+43,773	New	+$4.14M	1.23%	18

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

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

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Watts Gwilliam & Co's TLT Position: Q3 2025 in Review

Watts Gwilliam & Co reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.2% in Q3 2025, selling an estimated $87.5K and leaving 44,350 shares worth $3.96M. The position accounts for 0.64% of the portfolio, ranked #29.

Watts Gwilliam & Co first reported a position in TLT in Q1 2024 and has held it in 6 quarters since. The position peaked at $5.5M in Q3 2024. 1,094 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

Watts Gwilliam & Co held 44,350 shares of iShares 20+ Year Treasury Bond ETF worth $3.96M as of Q3 2025.
Watts Gwilliam & Co sold 1,000 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $87.5K.
iShares 20+ Year Treasury Bond ETF made up 0.64% of Watts Gwilliam & Co's portfolio in Q3 2025, its #29 holding.
Watts Gwilliam & Co first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 6 quarters since.
Watts Gwilliam & Co's iShares 20+ Year Treasury Bond ETF position peaked at $5.5M in Q3 2024.
1,094 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.