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Northwest & Ethical Investments’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Northwest & Ethical Investments’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
-14,087
Closed -$1.28M – 544
2025
Q1 		$1.28M Hold
14,087
– – 0.03% 298
2024
Q4 		$1.23M Buy
+14,087
New +$1.3M 0.03% 294
2024
Q1 		– Sell
-44,100
Closed -$4.36M – 507
2023
Q4 		$4.36M Hold
44,100
– – 0.13% 194
2023
Q3 		$3.91M Buy
+44,100
New +$4.24M 0.13% 195

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

Northwest & Ethical Investments's TLT Position: Q2 2025 in Review

Northwest & Ethical Investments sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 14,087 shares — an estimated $1.28M sold.

Northwest & Ethical Investments first reported a position in TLT in Q3 2023 and held it in 4 quarters. The position peaked at $4.36M in Q4 2023. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Northwest & Ethical Investments reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 14,087 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $1.28M.
  • Northwest & Ethical Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 4 quarters.
  • Northwest & Ethical Investments's iShares 20+ Year Treasury Bond ETF position peaked at $4.36M in Q4 2023.
  • 1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Northwest & Ethical Investments's 13F filing for Q2 2025, filed 13 Aug 2025.