BAM
TLT icon

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
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

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BMC
Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return