WealthTrust Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

WealthTrust Asset Management’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	-17,573	Closed	-$1.6M	–	91
2025 Q1	$1.6M	Buy	+17,573	New	+$1.56M	1.19%	18
2024 Q4	–	Sell	-10,081	Closed	-$989K	–	100
2024 Q3	$989K	Buy	+10,081	New	+$972K	0.74%	32
2023 Q2	–	Sell	-14,887	Closed	-$1.58M	–	81
2023 Q1	$1.58M	Buy	+14,887	New	+$1.56M	1.51%	16

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

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

WealthTrust Asset Management's TLT Position: Q2 2025 in Review

WealthTrust Asset Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 17,573 shares — an estimated $1.6M sold.

WealthTrust Asset Management first reported a position in TLT in Q1 2023 and held it in 3 quarters. The position peaked at $1.6M in Q1 2025. 1,103 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

WealthTrust Asset Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
WealthTrust Asset Management sold 17,573 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $1.6M.
WealthTrust Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and held it in 3 quarters.
WealthTrust Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.6M in Q1 2025.
1,103 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on WealthTrust Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.