Northwest Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Northwest Capital Management’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	-98	Closed	-$8.92K	–	438
2025 Q1	$8.92K	Hold	98	–	–	﹤0.01%	324
2024 Q4	$8.56K	Hold	98	–	–	﹤0.01%	322
2024 Q3	$9.61K	Sell	98 -46	-32%	-$4.44K	﹤0.01%	327
2024 Q2	$13.2K	Sell	144 -75	-34%	-$6.83K	﹤0.01%	287
2024 Q1	$20.7K	Buy	219 +10	+5%	+$946	0.01%	305
2023 Q4	$20.7K	Hold	209	–	–	0.01%	300
2023 Q3	$18.5K	Sell	209 -451	-68%	-$43.4K	0.01%	293
2023 Q2	$67.9K	Buy	+660	New	+$68.5K	0.03%	182

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwest Capital Management's TLT Position: Q2 2025 in Review

Northwest Capital Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 98 shares — an estimated $8.92K sold.

Northwest Capital Management first reported a position in TLT in Q2 2023 and held it in 8 quarters. The position peaked at $67.9K in Q2 2023. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

Northwest Capital Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Northwest Capital Management sold 98 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $8.92K.
Northwest Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and held it in 8 quarters.
Northwest Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $67.9K in Q2 2023.
1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.