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 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 $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Birchbrook's TLT Position: Q2 2026 in Review

Birchbrook increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.7% in Q2 2026, buying an estimated $268K and bringing the position to 86,826 shares worth $7.5M. The position accounts for 3.52% of the portfolio, ranked #8.

Birchbrook first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Birchbrook held 86,826 shares of iShares 20+ Year Treasury Bond ETF worth $7.5M as of Q2 2026.
Birchbrook bought 3,122 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $268K.
iShares 20+ Year Treasury Bond ETF made up 3.52% of Birchbrook's portfolio in Q2 2026, its #8 holding.
Birchbrook first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
449 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.