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NBC Securities’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

NBC Securities’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 		$123K Sell
1,415
-55
-4% -$4.83K 0.01% 1016
2025
Q4 		$128K Buy
1,470
+157
+12% +$14K 0.01% 986
2025
Q3 		$117K Sell
1,313
-221
-14% -$19.3K 0.01% 1015
2025
Q2 		$135K Buy
1,534
+1,253
+446% +$109K 0.01% 959
2025
Q1 		$25K Buy
+281
New +$25K ﹤0.01% 1402
2024
Q4 		– Sell
-706
Closed -$69K – 1998
2024
Q3 		$69K Sell
706
-279
-28% -$26.9K 0.01% 1089
2024
Q2 		$90K Buy
985
+100
+11% +$9.11K 0.01% 979
2024
Q1 		$83K Sell
885
-355
-29% -$33.6K 0.01% 985
2023
Q4 		$122K Buy
1,240
+140
+13% +$12.7K 0.01% 889
2023
Q3 		$97K Buy
+1,100
New +$106K 0.01% 941

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return