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

BOS Asset 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
Q3 		$15.4M Sell
197,502
-1,974
-1% -$163K 3.59% 5
2026
Q2 		$17.2M Sell
199,476
-8,803
-4% -$756K 4% 3
2026
Q1 		$18.1M Sell
208,279
-265
-0.1% -$23.3K 4.61% 2
2025
Q4 		$18.2M Sell
208,544
-6,536
-3% -$584K 4.87% 3
2025
Q3 		$19.2M Buy
215,080
+6,419
+3% +$561K 5.42% 2
2025
Q2 		$18.4M Sell
208,661
-8,954
-4% -$781K 5.88% 2
2025
Q1 		$19.8M Sell
217,615
-4,663
-2% -$415K 6.8% 2
2024
Q4 		$19.4M Sell
222,278
-59,938
-21% -$5.52M 6.95% 2
2024
Q3 		$27.7M Buy
282,216
+99,312
+54% +$9.58M 10.19% 2
2024
Q2 		$16.8M Buy
182,904
+34,847
+24% +$3.18M 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% +$826K 1.68% 12
2023
Q3 		$1.39M Buy
+15,625
New +$1.5M 1.02% 24

Other funds holding TLT

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

BOS Asset Management's TLT Position: Q3 2026 in Review

BOS Asset Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.99% in Q3 2026, selling an estimated $163K and leaving 197,502 shares worth $15.4M. The position accounts for 3.59% of the portfolio, ranked #5.

BOS Asset Management first reported a position in TLT in Q3 2023 and has held it in 13 quarters since. The position peaked at $27.7M in Q3 2024. 132 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • BOS Asset Management held 197,502 shares of iShares 20+ Year Treasury Bond ETF worth $15.4M as of Q3 2026.
  • BOS Asset Management sold 1,974 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $163K.
  • iShares 20+ Year Treasury Bond ETF made up 3.59% of BOS Asset Management's portfolio in Q3 2026, its #5 holding.
  • BOS Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • BOS Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $27.7M in Q3 2024.
  • 132 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.