Boomfish Wealth Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Boomfish Wealth Group’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	$5.53M	Sell	71,130 -1,875	-3%	-$155K	2.39%	10
2026 Q2	$6.31M	Buy	73,005 +3,339	+5%	+$287K	2.87%	8
2026 Q1	$6.04M	Buy	69,666 +4,558	+7%	+$401K	3.22%	4
2025 Q4	$5.67M	Buy	65,108 +16,409	+34%	+$1.47M	3.03%	5
2025 Q3	$4.35M	Buy	48,699 +896	+2%	+$78.4K	2.35%	6
2025 Q2	$4.22M	Buy	47,803 +552	+1%	+$48.1K	2.44%	6
2025 Q1	$4.3M	Buy	47,251 +297	+0.6%	+$26.4K	2.79%	4
2024 Q4	$4.1M	Buy	46,954 +10,369	+28%	+$954K	2.49%	4
2024 Q3	$3.59M	Buy	36,585 +27,831	+318%	+$2.68M	2.2%	5
2024 Q2	$803K	Buy	8,754 +3,080	+54%	+$281K	0.52%	77
2024 Q1	$537K	Buy	+5,674	New	+$537K	0.36%	77

Other funds holding TLT

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Boomfish Wealth Group's TLT Position: Q3 2026 in Review

Boomfish Wealth Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.6% in Q3 2026, selling an estimated $155K and leaving 71,130 shares worth $5.53M. The position accounts for 2.39% of the portfolio, ranked #10.

Boomfish Wealth Group first reported a position in TLT in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.31M in Q2 2026. 430 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Boomfish Wealth Group held 71,130 shares of iShares 20+ Year Treasury Bond ETF worth $5.53M as of Q3 2026.
Boomfish Wealth Group sold 1,875 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $155K.
iShares 20+ Year Treasury Bond ETF made up 2.39% of Boomfish Wealth Group's portfolio in Q3 2026, its #10 holding.
Boomfish Wealth Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 11 quarters since.
Boomfish Wealth Group's iShares 20+ Year Treasury Bond ETF position peaked at $6.31M in Q2 2026.
430 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.