B.O.S.S. Retirement Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

B.O.S.S. Retirement Advisors’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
2026 Q2	$314K	Sell	3,628 -150	-4%	-$12.9K	0.08%	124
2026 Q1	$328K	Sell	3,778 -922	-20%	-$81.1K	0.1%	122
2025 Q4	$410K	Sell	4,700 -9,248	-66%	-$827K	0.13%	107
2025 Q3	$1.25M	Sell	13,948 -1,860	-12%	-$163K	0.3%	68
2025 Q2	$1.4M	Sell	15,808 -978	-6%	-$85.3K	0.35%	56
2025 Q1	$1.53M	Buy	16,786 +46	+0.3%	+$4.09K	0.44%	50
2024 Q4	$1.46M	Buy	+16,740	New	+$1.54M	0.41%	55
2024 Q1	–	Sell	-12,160	Closed	-$1.2M	–	220
2023 Q4	$1.2M	Sell	12,160 -29,386	-71%	-$2.66M	0.23%	142
2023 Q3	$3.68M	Buy	41,546 +1,413	+4%	+$136K	0.79%	28
2023 Q2	$4.13M	Buy	40,133 +508	+1%	+$52.7K	0.88%	20
2023 Q1	$4.21M	Buy	39,625 +865	+2%	+$90.5K	0.99%	16
2022 Q4	$3.86M	Buy	+38,760	New	+$3.91M	0.99%	14

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

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

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

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

Citigroup New York $303B AUM 53.02% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

B.O.S.S. Retirement Advisors's TLT Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4% in Q2 2026, selling an estimated $12.9K and leaving 3,628 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #124.

B.O.S.S. Retirement Advisors first reported a position in TLT in Q4 2022 and has held it in 12 quarters since. The position peaked at $4.21M in Q1 2023. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

B.O.S.S. Retirement Advisors held 3,628 shares of iShares 20+ Year Treasury Bond ETF worth $314K as of Q2 2026.
B.O.S.S. Retirement Advisors sold 150 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $12.9K.
iShares 20+ Year Treasury Bond ETF made up 0.08% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #124 holding.
B.O.S.S. Retirement Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 12 quarters since.
B.O.S.S. Retirement Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $4.21M in Q1 2023.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.