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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Boomfish Wealth Group's TLT Position: Q1 2026 in Review

Boomfish Wealth Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 7% in Q1 2026, buying an estimated $401K and bringing the position to 69,666 shares worth $6.04M. The position accounts for 3.22% of the portfolio, ranked #4.

Boomfish Wealth Group first reported a position in TLT in Q1 2024 and has held it in 9 quarters since. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Boomfish Wealth Group held 69,666 shares of iShares 20+ Year Treasury Bond ETF worth $6.04M as of Q1 2026.
  • Boomfish Wealth Group bought 4,558 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $401K.
  • iShares 20+ Year Treasury Bond ETF made up 3.22% of Boomfish Wealth Group's portfolio in Q1 2026, its #4 holding.
  • Boomfish Wealth Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.