CIBC Private Wealth Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

CIBC Private Wealth Group’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 Q4	$1.42M	Sell	16,253 -4,997	-24%	-$447K	﹤0.01%	651
2025 Q3	$1.9M	Sell	21,250 -589	-3%	-$51.5K	﹤0.01%	581
2025 Q2	$1.93M	Buy	21,839 +1,022	+5%	+$89.1K	﹤0.01%	559
2025 Q1	$1.84M	Buy	20,817 +220	+1%	+$19.6K	﹤0.01%	543
2024 Q4	$1.77M	Sell	20,597 -11,097	-35%	-$1.02M	﹤0.01%	595
2024 Q3	$3.11M	Buy	31,694 +10,118	+47%	+$976K	0.01%	499
2024 Q2	$2M	Buy	21,576 +1,604	+8%	+$146K	﹤0.01%	543
2024 Q1	$1.85M	Buy	+19,972	New	+$1.89M	﹤0.01%	557

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CIBC Private Wealth Group's TLT Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 24% in Q4 2025, selling an estimated $447K and leaving 16,253 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #651.

CIBC Private Wealth Group first reported a position in TLT in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.11M in Q3 2024. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

CIBC Private Wealth Group held 16,253 shares of iShares 20+ Year Treasury Bond ETF worth $1.42M as of Q4 2025.
CIBC Private Wealth Group sold 4,997 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $447K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #651 holding.
CIBC Private Wealth Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's iShares 20+ Year Treasury Bond ETF position peaked at $3.11M in Q3 2024.
1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.