Boltwood Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Boltwood Capital Management’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	$1.85M	Buy	21,439 +504	+2%	+$43.3K	0.42%	55
2026 Q1	$1.81M	Buy	20,935 +1,871	+10%	+$164K	0.46%	55
2025 Q4	$1.66M	Buy	19,064 +1,479	+8%	+$132K	0.43%	58
2025 Q3	$1.57M	Buy	17,585 +620	+4%	+$54.2K	0.42%	57
2025 Q2	$1.5M	Sell	16,965 -870	-5%	-$75.9K	0.43%	60
2025 Q1	$1.62M	Buy	17,835 +684	+4%	+$60.9K	0.49%	55
2024 Q4	$1.5M	Buy	17,151 +1,595	+10%	+$147K	0.46%	60
2024 Q3	$1.53M	Sell	15,556 -4	-0%	-$386	0.45%	61
2024 Q2	$1.43M	Buy	15,560 +565	+4%	+$51.5K	0.45%	61
2024 Q1	$1.42M	Buy	14,995 +320	+2%	+$30.3K	0.44%	62
2023 Q4	$1.45M	Sell	14,675 -15,020	-51%	-$1.36M	0.48%	57
2023 Q3	$2.63M	Sell	29,695 -3,150	-10%	-$303K	0.98%	27
2023 Q2	$3.38M	Sell	32,845 -2,875	-8%	-$298K	1.22%	20
2023 Q1	$3.8M	Buy	35,720 +2,555	+8%	+$267K	1.42%	18
2022 Q4	$3.3M	Buy	33,165 +7,043	+27%	+$710K	1.34%	19
2022 Q3	$2.68M	Buy	26,122 +9,825	+60%	+$1.11M	1.23%	19
2022 Q2	$1.87M	Sell	16,297 -4,813	-23%	-$567K	0.81%	40
2022 Q1	$2.79M	Buy	21,110 +2,477	+13%	+$342K	1.08%	26
2021 Q4	$2.76M	Buy	18,633 +7,983	+75%	+$1.18M	1.02%	30
2021 Q3	$1.54M	Buy	10,650 +5,890	+124%	+$875K	0.62%	50
2021 Q2	$687K	Buy	4,760 +2,015	+73%	+$281K	0.29%	93
2021 Q1	$372K	Buy	2,745 +810	+42%	+$117K	0.17%	120
2020 Q4	$305K	Buy	1,935 +420	+28%	+$66.7K	0.15%	123
2020 Q3	$247K	Buy	+1,515	New	+$251K	0.14%	131

Other funds holding TLT

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Boltwood Capital Management's TLT Position: Q2 2026 in Review

Boltwood Capital Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.4% in Q2 2026, buying an estimated $43.3K and bringing the position to 21,439 shares worth $1.85M. The position accounts for 0.42% of the portfolio, ranked #55.

Boltwood Capital Management first reported a position in TLT in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.8M in Q1 2023. 177 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Boltwood Capital Management held 21,439 shares of iShares 20+ Year Treasury Bond ETF worth $1.85M as of Q2 2026.
Boltwood Capital Management bought 504 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $43.3K.
iShares 20+ Year Treasury Bond ETF made up 0.42% of Boltwood Capital Management's portfolio in Q2 2026, its #55 holding.
Boltwood Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
Boltwood Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.8M in Q1 2023.
177 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.