WF
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Wayfinding Financial’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wayfinding Financial’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 		– Sell
-215
Closed -$19K – 649
2025
Q1 		$19K Sell
215
-53,208
-100% -$4.74M 0.01% 578
2024
Q4 		$4.67M Buy
+53,423
New +$4.92M 2.49% 11
2022
Q4 		– Sell
-2,199
Closed -$225K – 98
2022
Q3 		$225K Sell
2,199
-37,378
-94% -$4.21M 0.21% 74
2022
Q2 		$4.55M Buy
+39,577
New +$4.66M 3.99% 8

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wayfinding Financial's TLT Position: Q2 2025 in Review

Wayfinding Financial sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 215 shares — an estimated $19K sold.

Wayfinding Financial first reported a position in TLT in Q2 2022 and held it in 4 quarters. The position peaked at $4.67M in Q4 2024. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Wayfinding Financial reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 215 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $19K.
  • Wayfinding Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and held it in 4 quarters.
  • Wayfinding Financial's iShares 20+ Year Treasury Bond ETF position peaked at $4.67M in Q4 2024.
  • 1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.