Northwestern Mutual Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58B | Buy |
40,525,707
+2,508,650
| +7% | +$221M | 2.61% | 8 |
|
|
2025
Q1 | $3.46B | Buy |
38,017,057
+374,811
| +1% | +$34.1M | 2.83% | 8 |
|
|
2024
Q4 | $3.29B | Buy |
37,642,246
+1,678,118
| +5% | +$147M | 2.77% | 8 |
|
|
2024
Q3 | $3.53B | Buy |
35,964,128
+3,341,238
| +10% | +$328M | 3.13% | 7 |
|
|
2024
Q2 | $2.99B | Buy |
32,622,890
+31,502,110
| +2,811% | +$2.89B | 2.95% | 7 |
|
|
2024
Q1 | $106M | Buy |
1,120,780
+343,882
| +44% | +$32.5M | 0.11% | 94 |
|
|
2023
Q4 | $76.8M | Buy |
776,898
+180,394
| +30% | +$17.8M | 0.09% | 109 |
|
|
2023
Q3 | $52.9M | Buy |
596,504
+347,073
| +139% | +$30.8M | 0.07% | 138 |
|
|
2023
Q2 | $25.7M | Buy |
249,431
+65,193
| +35% | +$6.71M | 0.03% | 250 |
|
|
2023
Q1 | $19.6M | Buy |
184,238
+117,075
| +174% | +$12.5M | 0.03% | 265 |
|
|
2022
Q4 | $6.69M | Buy |
67,163
+18,909
| +39% | +$1.88M | 0.01% | 406 |
|
|
2022
Q3 | $4.94M | Sell |
48,254
-3,957
| -8% | -$405K | 0.01% | 428 |
|
|
2022
Q2 | $6M | Sell |
52,211
-187,018
| -78% | -$21.5M | 0.01% | 377 |
|
|
2022
Q1 | $31.6M | Sell |
239,229
-2,606
| -1% | -$344K | 0.05% | 176 |
|
|
2021
Q4 | $35.8M | Sell |
241,835
-4,374
| -2% | -$648K | 0.06% | 148 |
|
|
2021
Q3 | $35.5M | Buy |
246,209
+176,727
| +254% | +$25.5M | 0.07% | 140 |
|
|
2021
Q2 | $10M | Sell |
69,482
-63,374
| -48% | -$9.15M | 0.02% | 260 |
|
|
2021
Q1 | $18M | Buy |
132,856
+1,308
| +1% | +$177K | 0.04% | 185 |
|
|
2020
Q4 | $20.7M | Sell |
131,548
-78,982
| -38% | -$12.5M | 0.05% | 156 |
|
|
2020
Q3 | $34.4M | Buy |
210,530
+54,665
| +35% | +$8.92M | 0.09% | 103 |
|
|
2020
Q2 | $25.6M | Buy |
155,865
+83,319
| +115% | +$13.7M | 0.08% | 108 |
|
|
2020
Q1 | $12M | Buy |
72,546
+20,019
| +38% | +$3.3M | 0.05% | 163 |
|
|
2019
Q4 | $7.12M | Sell |
52,527
-3,712
| -7% | -$503K | 0.02% | 229 |
|
|
2019
Q3 | $8.05M | Buy |
56,239
+28,574
| +103% | +$4.09M | 0.03% | 211 |
|
|
2019
Q2 | $3.67M | Buy |
27,665
+4,927
| +22% | +$654K | 0.01% | 290 |
|
|
2019
Q1 | $2.88M | Buy |
22,738
+1,102
| +5% | +$139K | 0.01% | 310 |
|
|
2018
Q4 | $2.63M | Sell |
21,636
-1,012
| -4% | -$123K | 0.01% | 305 |
|
|
2018
Q3 | $2.66M | Buy |
22,648
+448
| +2% | +$52.5K | 0.01% | 285 |
|
|
2018
Q2 | $2.7M | Sell |
22,200
-1,439
| -6% | -$175K | 0.02% | 275 |
|
|
2018
Q1 | $2.88M | Sell |
23,639
-8,525
| -27% | -$1.04M | 0.02% | 250 |
|
|
2017
Q4 | $4.08M | Buy |
32,164
+1,372
| +4% | +$174K | 0.03% | 212 |
|
|
2017
Q3 | $3.84M | Sell |
30,792
-165
| -0.5% | -$20.6K | 0.03% | 210 |
|
|
2017
Q2 | $3.87M | Sell |
30,957
-2,053
| -6% | -$257K | 0.03% | 210 |
|
|
2017
Q1 | $3.98M | Buy |
33,010
+1,207
| +4% | +$146K | 0.04% | 198 |
|
|
2016
Q4 | $3.79M | Buy |
+31,803
| New | +$3.79M | 0.04% | 189 |
|
|
2016
Q3 | – | Sell |
-11,742
| Closed | -$1.63M | – | 1404 |
|
|
2016
Q2 | $1.63M | Buy |
11,742
+1,494
| +15% | +$208K | 0.02% | 255 |
|
|
2016
Q1 | $1.34M | Buy |
10,248
+5,192
| +103% | +$678K | 0.02% | 248 |
|
|
2015
Q4 | $610K | Buy |
5,056
+978
| +24% | +$118K | 0.01% | 326 |
|
|
2015
Q3 | $504K | Buy |
4,078
+1,064
| +35% | +$132K | 0.01% | 330 |
|
|
2015
Q2 | $354K | Sell |
3,014
-693
| -19% | -$81.4K | 0.01% | 381 |
|
|
2015
Q1 | $484K | Buy |
3,707
+245
| +7% | +$32K | 0.01% | 325 |
|
|
2014
Q4 | $436K | Sell |
3,462
-5,716
| -62% | -$720K | 0.01% | 314 |
|
|
2014
Q3 | $1.07M | Buy |
9,178
+942
| +11% | +$110K | 0.04% | 223 |
|
|
2014
Q2 | $935K | Sell |
8,236
-2,056
| -20% | -$233K | 0.04% | 220 |
|
|
2014
Q1 | $1.12M | Buy |
10,292
+245
| +2% | +$26.7K | 0.05% | 206 |
|
|
2013
Q4 | $1.02M | Sell |
10,047
-3,210
| -24% | -$327K | 0.05% | 206 |
|
|
2013
Q3 | $1.41M | Buy |
13,257
+69
| +0.5% | +$7.34K | 0.07% | 168 |
|
|
2013
Q2 | $1.46M | Buy |
+13,188
| New | +$1.46M | 0.09% | 158 |
|