NP
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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
2024
Q3 		– Sell
-300
Closed -$27.5K – 871
2024
Q2 		$27.5K Hold
300
– – ﹤0.01% 702
2024
Q1 		$28.4K Hold
300
– – ﹤0.01% 688
2023
Q4 		$29.7K Buy
300
+291
+3,233% +$26.3K ﹤0.01% 642
2023
Q3 		$831 Buy
+9
New +$865 ﹤0.01% 354

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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. 1,103 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.
  • 1,103 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.