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NorthRock Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

NorthRock 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
Q2 		– Sell
-1,395
Closed -$127K – 917
2025
Q1 		$127K Sell
1,395
-23
-2% -$2.05K ﹤0.01% 609
2024
Q4 		$124K Sell
1,418
-5,294
-79% -$487K ﹤0.01% 599
2024
Q3 		$658K Sell
6,712
-6,728
-50% -$649K 0.02% 299
2024
Q2 		$1.23M Sell
13,440
-31,109
-70% -$2.83M 0.05% 171
2024
Q1 		$4.22M Sell
44,549
-11,910
-21% -$1.13M 0.16% 75
2023
Q4 		$5.58M Buy
+56,459
New +$5.1M 0.23% 58

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NorthRock Partners's TLT Position: Q2 2025 in Review

NorthRock Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 1,395 shares — an estimated $127K sold.

NorthRock Partners first reported a position in TLT in Q4 2023 and held it in 6 quarters. The position peaked at $5.58M in Q4 2023. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • NorthRock Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 1,395 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $127K.
  • NorthRock Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
  • NorthRock Partners's iShares 20+ Year Treasury Bond ETF position peaked at $5.58M in Q4 2023.
  • 1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.