WESPAC Advisors SoCal’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

WESPAC Advisors SoCal’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	–	Sell	-35,333	Closed	-$3.12M	–	117
2025 Q2	$3.12M	Sell	35,333 -1,207	-3%	-$105K	0.7%	43
2025 Q1	$3.33M	Buy	36,540 +4,622	+14%	+$411K	0.87%	34
2024 Q4	$2.79M	Buy	31,918 +1,372	+4%	+$126K	0.63%	44
2024 Q3	$3M	Buy	30,546 +9,251	+43%	+$892K	0.69%	39
2024 Q2	$1.95M	Sell	21,295 -5,901	-22%	-$538K	0.49%	43
2024 Q1	$2.57M	Buy	27,196 +5,410	+25%	+$512K	0.67%	39
2023 Q4	$2.15M	Buy	+21,786	New	+$1.97M	0.63%	40

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

WESPAC Advisors SoCal's TLT Position: Q3 2025 in Review

WESPAC Advisors SoCal sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 35,333 shares — an estimated $3.12M sold.

WESPAC Advisors SoCal first reported a position in TLT in Q4 2023 and held it in 7 quarters. The position peaked at $3.33M in Q1 2025. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

WESPAC Advisors SoCal reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
WESPAC Advisors SoCal sold 35,333 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $3.12M.
WESPAC Advisors SoCal first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 7 quarters.
WESPAC Advisors SoCal's iShares 20+ Year Treasury Bond ETF position peaked at $3.33M in Q1 2025.
1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2025, filed 22 Oct 2025.