Sharkey Howes Loads Up on 50,817 TLT Shares
On July 10, 2025, Sharkey, Howes Javer disclosed in its latest 13F filing with the SEC that it added 50,817 shares of the iShares 20+ Year Treasury Bond ETF(NASDAQ:TLT) in the second quarter, increasing its position in the exchange-traded fund by approximately $4.43 million. Its total position in the ETF had a market value of $9.47 million as of that date.
Sharkey, Howes Javer's TLT allocation now stands at 1.27% of 13F assets under management.
Top holdings after the 13F filing (values as of June 30, 2025):
Source Fool.com
