KJHP
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K.J. Harrison & Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

K.J. Harrison & Partners’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 		– Sell
-5,470
Closed -$490K – 257
2025
Q3 		$490K Sell
5,470
-20,000
-79% -$1.75M 0.07% 172
2025
Q2 		$2.25M Hold
25,470
– – 0.37% 78
2025
Q1 		$2.32M Buy
+25,470
New +$2.27M 0.45% 67
2024
Q4 		– Sell
-5,470
Closed -$504K – 228
2024
Q3 		$504K Sell
5,470
-29,130
-84% -$2.81M 0.08% 169
2024
Q2 		$3.18M Buy
34,600
+28,470
+464% +$2.59M 0.52% 56
2024
Q1 		$580K Hold
6,130
– – 0.09% 159
2023
Q4 		$606K Buy
+6,130
New +$554K 0.1% 148
2023
Q3 		– Sell
-9,473
Closed -$972K – 201
2023
Q2 		$972K Sell
9,473
-6,680
-41% -$693K 0.18% 126
2023
Q1 		$1.07M Buy
16,153
+11,127
+221% +$1.16M 0.22% 116
2022
Q4 		$678K Sell
5,026
-5,247
-51% -$529K 0.13% 139
2022
Q3 		$1.05M Buy
10,273
+4,000
+64% +$450K 0.37% 79
2022
Q2 		$721K Sell
6,273
-117,230
-95% -$13.8M 0.19% 110
2022
Q1 		$16.3M Buy
123,503
+99,500
+415% +$13.7M 2.62% 4
2021
Q4 		$3.56M Buy
+24,003
New +$3.54M 0.5% 53
2020
Q4 		– Sell
-47,012
Closed -$7.68M – 313
2020
Q3 		$7.68M Buy
47,012
+17,000
+57% +$2.82M 1.59% 11
2020
Q2 		$4.92M Buy
+30,012
New +$4.94M 1.35% 13
2020
Q1 		– Sell
-46,000
Closed -$6.23M – 192
2019
Q4 		$6.23M Sell
46,000
-79,000
-63% -$11M 1.56% 11
2019
Q3 		$17.9M Buy
125,000
+24,835
+25% +$3.45M 4.97% 2
2019
Q2 		$13.3M Sell
100,165
-10,000
-9% -$1.27M 4.24% 2
2019
Q1 		$13.9M Buy
+110,165
New +$13.4M 4.86% 1
2016
Q3 		– Sell
-8,000
Closed -$1.11M – 225
2016
Q2 		$1.11M Buy
8,000
+1,000
+14% +$132K 0.6% 62
2016
Q1 		$914K Buy
+7,000
New +$897K 0.49% 73
2015
Q4 		– Sell
-15,000
Closed -$1.85M – 169
2015
Q3 		$1.85M Buy
+15,000
New +$1.82M 0.91% 36

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

K.J. Harrison & Partners's TLT Position: Q4 2025 in Review

K.J. Harrison & Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 5,470 shares — an estimated $490K sold.

K.J. Harrison & Partners first reported a position in TLT in Q3 2015 and held it in 23 quarters. The position peaked at $17.9M in Q3 2019. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • K.J. Harrison & Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • K.J. Harrison & Partners sold 5,470 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $490K.
  • K.J. Harrison & Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2015 and held it in 23 quarters.
  • K.J. Harrison & Partners's iShares 20+ Year Treasury Bond ETF position peaked at $17.9M in Q3 2019.
  • 1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on K.J. Harrison & Partners's 13F filing for Q4 2025, filed 3 Feb 2026.