Bank of Montreal’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bank of Montreal’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
2026 Q1	$178M	Buy	2,049,200 +2,029,400	+10,249%	+$178M	0.07%	239
2025 Q4	$1.73M	Buy	+19,800	New	+$1.77M	﹤0.01%	1719
2025 Q2	–	Sell	-58,500	Closed	-$5.33M	–	3744
2025 Q1	$5.33M	Buy	58,500 +57,400	+5,218%	+$5.11M	﹤0.01%	1147
2024 Q4	$96.1K	Sell	1,100 -4,154,500	-100%	-$382M	﹤0.01%	2965
2024 Q3	$410M	Sell	4,155,600 -4,010,900	-49%	-$387M	0.18%	102
2024 Q2	$772M	Buy	8,166,500 +8,152,400	+57,818%	+$743M	0.22%	61
2024 Q1	$1.33M	Buy	14,100 +12,500	+781%	+$1.18M	﹤0.01%	1847
2023 Q4	$161K	Buy	+1,600	New	+$145K	﹤0.01%	3215
2020 Q4	–	Sell	-250,000	Closed	-$40.1M	–	5113
2020 Q3	$40.1M	Buy	+250,000	New	+$41.5M	0.03%	388
2020 Q2	–	Sell	-10,000	Closed	-$1.68M	–	4832
2020 Q1	$1.68M	Hold	10,000	–	–	﹤0.01%	1500
2019 Q4	$1.35M	Hold	10,000	–	–	﹤0.01%	2083
2019 Q3	$1.43M	Sell	10,000 -20,200	-67%	-$2.81M	﹤0.01%	1895
2019 Q2	$4.01M	Buy	+30,200	New	+$3.84M	﹤0.01%	1310
2014 Q4	–	Sell	-70,000	Closed	-$8.14M	–	4167
2014 Q3	$8.14M	Sell	70,000 -40,000	-36%	-$4.6M	0.01%	889
2014 Q2	$12.5M	Buy	+110,000	New	+$12.3M	0.01%	714
2014 Q1	–	Sell	-100,000	Closed	-$10.2M	–	4160
2013 Q4	$10.2M	Sell	100,000 -25,000	-20%	-$2.62M	0.01%	584
2013 Q3	$13.3M	Buy	+125,000	New	+$13.2M	0.02%	441

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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. 1,090 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.
1,090 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.