Bank of Montreal’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.36B | Buy |
15,673,327
+4,872,247
| +45% | +$428M | 0.51% | 43 |
|
|
2025
Q4 | $941M | Sell |
10,801,080
-7,306,044
| -40% | -$653M | 0.33% | 63 |
|
|
2025
Q3 | $1.62B | Buy |
18,107,124
+1,910,238
| +12% | +$167M | 0.62% | 34 |
|
|
2025
Q2 | $1.43B | Buy |
16,196,886
+4,793,271
| +42% | +$418M | 0.67% | 32 |
|
|
2025
Q1 | $1.04B | Buy |
11,403,615
+713,048
| +7% | +$63.5M | 0.5% | 42 |
|
|
2024
Q4 | $934M | Buy |
10,690,567
+1,301,176
| +14% | +$120M | 0.43% | 45 |
|
|
2024
Q3 | $926M | Buy |
9,389,391
+7,302,468
| +350% | +$704M | 0.41% | 49 |
|
|
2024
Q2 | $197M | Buy |
2,086,923
+1,503,563
| +258% | +$137M | 0.06% | 176 |
|
|
2024
Q1 | $55.2M | Sell |
583,360
-65,217
| -10% | -$6.17M | 0.02% | 421 |
|
|
2023
Q4 | $65.1M | Buy |
648,577
+202,974
| +46% | +$18.3M | 0.02% | 397 |
|
|
2023
Q3 | $41.5M | Buy |
445,603
+241,762
| +119% | +$23.2M | 0.01% | 470 |
|
|
2023
Q2 | $21M | Sell |
203,841
-339,005
| -62% | -$35.2M | 0.01% | 726 |
|
|
2023
Q1 | $57.7M | Buy |
542,846
+128,430
| +31% | +$13.4M | 0.02% | 344 |
|
|
2022
Q4 | $44.5M | Buy |
414,416
+334,129
| +416% | +$33.7M | 0.02% | 420 |
|
|
2022
Q3 | $8.6K | Sell |
80,287
-80,860
| -50% | -$9.1M | ﹤0.01% | 1063 |
|
|
2022
Q2 | $18.1K | Sell |
161,147
-11,630
| -7% | -$1.37M | 0.01% | 785 |
|
|
2022
Q1 | $22.8M | Buy |
172,777
+99,767
| +137% | +$13.8M | 0.01% | 760 |
|
|
2021
Q4 | $10.8M | Sell |
73,010
-22,761
| -24% | -$3.35M | 0.01% | 933 |
|
|
2021
Q3 | $13.9M | Buy |
95,771
+5,202
| +6% | +$772K | 0.01% | 1123 |
|
|
2021
Q2 | $13.2M | Buy |
90,569
+31,271
| +53% | +$4.36M | 0.01% | 1120 |
|
|
2021
Q1 | $8.18M | Sell |
59,298
-197,457
| -77% | -$28.6M | 0.01% | 1117 |
|
|
2020
Q4 | $38.8M | Sell |
256,755
-141,061
| -35% | -$22.4M | 0.03% | 494 |
|
|
2020
Q3 | $63.8M | Buy |
397,816
+247,736
| +165% | +$41.1M | 0.05% | 296 |
|
|
2020
Q2 | $25.1M | Buy |
150,080
+31,684
| +27% | +$5.22M | 0.02% | 514 |
|
|
2020
Q1 | $19.9M | Buy |
118,396
+4,625
| +4% | +$689K | 0.02% | 502 |
|
|
2019
Q4 | $15.4M | Sell |
113,771
-91,861
| -45% | -$12.8M | 0.01% | 779 |
|
|
2019
Q3 | $29.4M | Sell |
205,632
-158,350
| -44% | -$22M | 0.03% | 505 |
|
|
2019
Q2 | $48.3M | Buy |
363,982
+122,612
| +51% | +$15.6M | 0.04% | 375 |
|
|
2019
Q1 | $30.5M | Buy |
241,370
+224,520
| +1,332% | +$27.3M | 0.03% | 479 |
|
|
2018
Q4 | $2.05M | Sell |
16,850
-15,719
| -48% | -$1.82M | ﹤0.01% | 1507 |
|
|
2018
Q3 | $3.82M | Sell |
32,569
-38,261
| -54% | -$4.59M | ﹤0.01% | 1331 |
|
|
2018
Q2 | $8.62M | Buy |
70,830
+53,163
| +301% | +$6.36M | 0.01% | 949 |
|
|
2018
Q1 | $2.15M | Sell |
17,667
-8,290
| -32% | -$1M | ﹤0.01% | 1527 |
|
|
2017
Q4 | $3.29M | Sell |
25,957
-5,780
| -18% | -$726K | ﹤0.01% | 1334 |
|
|
2017
Q3 | $3.96M | Sell |
31,737
-208,810
| -87% | -$26.2M | ﹤0.01% | 1270 |
|
|
2017
Q2 | $30.1M | Buy |
240,547
+216,113
| +884% | +$26.7M | 0.03% | 473 |
|
|
2017
Q1 | $2.95M | Buy |
24,434
+3,732
| +18% | +$448K | ﹤0.01% | 1316 |
|
|
2016
Q4 | $2.49M | Sell |
20,702
-298,470
| -94% | -$37.4M | ﹤0.01% | 1432 |
|
|
2016
Q3 | $43.9M | Sell |
319,172
-4,152
| -1% | -$576K | 0.05% | 318 |
|
|
2016
Q2 | $44.9M | Sell |
323,324
-65,063
| -17% | -$8.58M | 0.05% | 311 |
|
|
2016
Q1 | $50.7M | Buy |
388,387
+377,512
| +3,471% | +$48.4M | 0.05% | 240 |
|
|
2015
Q4 | $1.31M | Buy |
10,875
+3,098
| +40% | +$377K | ﹤0.01% | 1600 |
|
|
2015
Q3 | $961K | Sell |
7,777
-8,584
| -52% | -$1.04M | ﹤0.01% | 1593 |
|
|
2015
Q2 | $1.92M | Sell |
16,361
-24,558
| -60% | -$3.01M | ﹤0.01% | 1400 |
|
|
2015
Q1 | $5.35M | Buy |
40,919
+33,306
| +437% | +$4.35M | 0.01% | 1021 |
|
|
2014
Q4 | $959K | Sell |
7,613
-7,646
| -50% | -$927K | ﹤0.01% | 1738 |
|
|
2014
Q3 | $1.77M | Sell |
15,259
-29,353
| -66% | -$3.38M | ﹤0.01% | 1523 |
|
|
2014
Q2 | $5.07M | Buy |
44,612
+26,067
| +141% | +$2.91M | 0.01% | 1074 |
|
|
2014
Q1 | $2.02M | Sell |
18,545
-7,024
| -27% | -$749K | ﹤0.01% | 1329 |
|
|
2013
Q4 | $2.6M | Sell |
25,569
-30,649
| -55% | -$3.21M | ﹤0.01% | 1077 |
|
|
2013
Q3 | $5.98M | Buy |
56,218
+24,437
| +77% | +$2.59M | 0.01% | 714 |
|
|
2013
Q2 | $3.51M | Buy |
+31,781
| New | +$3.73M | 0.01% | 865 |
|
Other funds holding TLT
Bank of Montreal's TLT Position: Q1 2026 in Review
Bank of Montreal increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 45% in Q1 2026, buying an estimated $428M and bringing the position to 15,673,327 shares worth $1.36B. The position accounts for 0.51% of the portfolio, ranked #43.
Bank of Montreal first reported a position in TLT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.62B in Q3 2025. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.
- Bank of Montreal held 15,673,327 shares of iShares 20+ Year Treasury Bond ETF worth $1.36B as of Q1 2026.
- Bank of Montreal bought 4,872,247 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $428M.
- iShares 20+ Year Treasury Bond ETF made up 0.51% of Bank of Montreal's portfolio in Q1 2026, its #43 holding.
- Bank of Montreal first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's iShares 20+ Year Treasury Bond ETF position peaked at $1.62B in Q3 2025.
- 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.