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

NBT Bank’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	$4.25K	Sell	49 -38	-44%	-$3.34K	﹤0.01%	743
2025 Q4	$5.09M	Sell	87 -2	-2%	-$179	0.33%	78
2025 Q3	$5.72M	Sell	89 -62,240	-100%	-$5.44M	0.37%	71
2025 Q2	$5.5M	Buy	62,329 +1,671	+3%	+$146K	0.38%	72
2025 Q1	$5.52M	Buy	60,658 +4,307	+8%	+$383K	0.4%	69
2024 Q4	$4.92M	Buy	56,351 +7,343	+15%	+$676K	0.34%	74
2024 Q3	$4.81M	Buy	49,008 +48,680	+14,841%	+$4.69M	0.32%	76
2024 Q2	$30.1K	Sell	328 -218	-40%	-$19.9K	﹤0.01%	423
2024 Q1	$51.7K	Buy	546 +77	+16%	+$7.28K	﹤0.01%	404
2023 Q4	$46.4K	Buy	+469	New	+$42.4K	﹤0.01%	405

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NBT Bank's TLT Position: Q1 2026 in Review

NBT Bank reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 44% in Q1 2026, selling an estimated $3.34K and leaving 49 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

NBT Bank first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.72M in Q3 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

NBT Bank held 49 shares of iShares 20+ Year Treasury Bond ETF worth $4.25K as of Q1 2026.
NBT Bank sold 38 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $3.34K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #743 holding.
NBT Bank first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
NBT Bank's iShares 20+ Year Treasury Bond ETF position peaked at $5.72M in Q3 2025.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.