Birchbrook’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Birchbrook’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 Q3	$7.04M	Buy	90,527 +3,701	+4%	+$305K	3.37%	7
2026 Q2	$7.5M	Buy	86,826 +3,122	+4%	+$268K	3.52%	8
2026 Q1	$7.26M	Buy	83,704 +3,422	+4%	+$301K	3.56%	6
2025 Q4	$7M	Buy	80,282 +1,072	+1%	+$95.8K	3.49%	6
2025 Q3	$7.08M	Buy	79,210 +2,127	+3%	+$186K	3.66%	7
2025 Q2	$6.8M	Buy	77,083 +517	+0.7%	+$45.1K	3.65%	5
2025 Q1	$6.97M	Buy	76,566 +3,598	+5%	+$320K	3.92%	5
2024 Q4	$6.37M	Sell	72,968 -2,538	-3%	-$234K	3.62%	5
2024 Q3	$7.41M	Sell	75,506 -5,262	-7%	-$507K	4.11%	5
2024 Q2	$7.41M	Buy	80,768 +1,701	+2%	+$155K	4.45%	5
2024 Q1	$7.48M	Buy	79,067 +8,932	+13%	+$845K	4.45%	5
2023 Q4	$6.93M	Buy	+70,135	New	+$6.34M	4.57%	4

Other funds holding TLT

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Birchbrook's TLT Position: Q3 2026 in Review

Birchbrook increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.3% in Q3 2026, buying an estimated $305K and bringing the position to 90,527 shares worth $7.04M. The position accounts for 3.37% of the portfolio, ranked #7.

Birchbrook first reported a position in TLT in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.5M in Q2 2026. 407 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Birchbrook held 90,527 shares of iShares 20+ Year Treasury Bond ETF worth $7.04M as of Q3 2026.
Birchbrook bought 3,701 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $305K.
iShares 20+ Year Treasury Bond ETF made up 3.37% of Birchbrook's portfolio in Q3 2026, its #7 holding.
Birchbrook first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
Birchbrook's iShares 20+ Year Treasury Bond ETF position peaked at $7.5M in Q2 2026.
407 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.