WBH Advisory’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

WBH Advisory’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	-3,237	Closed	-$295K	–	352
2025 Q1	$295K	Buy	+3,237	New	+$288K	0.03%	277
2024 Q2	–	Sell	-2,187	Closed	-$207K	–	317
2024 Q1	$207K	Sell	2,187 -541	-20%	-$51.2K	0.02%	303
2023 Q4	$270K	Sell	2,728 -3,473	-56%	-$314K	0.03%	275
2023 Q3	$550K	Sell	6,201 -705	-10%	-$67.8K	0.07%	194
2023 Q2	$711K	Sell	6,906 -2,652	-28%	-$275K	0.08%	175
2023 Q1	$1.02M	Buy	+9,558	New	+$1M	0.13%	148
2022 Q3	$563K	Buy	5,495 +1,748	+47%	+$197K	0.08%	188
2022 Q2	$429K	Sell	3,747 -5,140	-58%	-$605K	0.06%	212
2022 Q1	$1.08M	Sell	8,887 -557	-6%	-$76.8K	0.13%	140
2021 Q4	$1.4M	Sell	9,444 -6,879	-42%	-$1.01M	0.16%	125
2021 Q3	$2.36M	Buy	+16,323	New	+$2.42M	0.32%	71

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WBH Advisory's TLT Position: Q2 2025 in Review

WBH Advisory sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 3,237 shares — an estimated $295K sold.

WBH Advisory first reported a position in TLT in Q3 2021 and held it in 11 quarters. The position peaked at $2.36M in Q3 2021. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

WBH Advisory reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
WBH Advisory sold 3,237 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $295K.
WBH Advisory first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and held it in 11 quarters.
WBH Advisory's iShares 20+ Year Treasury Bond ETF position peaked at $2.36M in Q3 2021.
1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on WBH Advisory's 13F filing for Q2 2025, filed 30 Jul 2025.