BOS Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.4M Sell
208,661
-8,954
-4% -$790K 5.88% 2
2025
Q1
$19.8M Sell
217,615
-4,663
-2% -$424K 6.8% 2
2024
Q4
$19.4M Sell
222,278
-59,938
-21% -$5.23M 6.95% 2
2024
Q3
$27.7M Buy
282,216
+99,312
+54% +$9.74M 10.19% 2
2024
Q2
$16.8M Buy
182,904
+34,847
+24% +$3.2M 7.74% 2
2024
Q1
$14M Buy
148,057
+123,290
+498% +$11.7M 7.36% 1
2023
Q4
$2.45M Buy
24,767
+9,142
+59% +$904K 1.68% 12
2023
Q3
$1.39M Buy
+15,625
New +$1.39M 1.02% 24