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Braun-Bostich & Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Braun-Bostich & Associates’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 		$10.1M Buy
116,937
+9,249
+9% +$794K 5.64% 2
2026
Q1 		$9.34M Buy
107,688
+4,375
+4% +$385K 5.85% 1
2025
Q4 		$9M Sell
103,313
-6,550
-6% -$586K 5.56% 1
2025
Q3 		$9.82M Buy
109,863
+5,421
+5% +$474K 6.19% 1
2025
Q2 		$9.22M Buy
104,442
+22,089
+27% +$1.93M 6.29% 1
2025
Q1 		$7.5M Sell
82,353
-13,502
-14% -$1.2M 5.55% 2
2024
Q4 		$8.37M Sell
95,855
-7,397
-7% -$681K 6.03% 2
2024
Q3 		$10.1M Buy
103,252
+8,677
+9% +$837K 7.06% 2
2024
Q2 		$8.68M Buy
94,575
+50,511
+115% +$4.6M 6.45% 2
2024
Q1 		$4.17M Buy
+44,064
New +$4.17M 3.49% 3
2020
Q4 		– Sell
-587
Closed -$96K – 201
2020
Q3 		$96K Buy
+587
New +$97.4K 0.1% 124
2019
Q3 		– Sell
-8
Closed -$1K – 279
2019
Q2 		$1K Sell
8
-99
-93% -$12.6K ﹤0.01% 313
2019
Q1 		$14K Hold
107
– – 0.01% 255
2018
Q4 		$13K Hold
107
– – 0.01% 245
2018
Q3 		$13K Sell
107
-2,720
-96% -$327K 0.01% 257
2018
Q2 		$344K Sell
2,827
-48
-2% -$5.74K 0.34% 85
2018
Q1 		$350K Sell
2,875
-61
-2% -$7.37K 0.3% 92
2017
Q4 		$372K Buy
+2,936
New +$369K 0.32% 90

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Braun-Bostich & Associates's TLT Position: Q2 2026 in Review

Braun-Bostich & Associates increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.6% in Q2 2026, buying an estimated $794K and bringing the position to 116,937 shares worth $10.1M. The position accounts for 5.64% of the portfolio, ranked #2.

Braun-Bostich & Associates first reported a position in TLT in Q4 2017 and has held it in 18 quarters since. The position peaked at $10.1M in Q3 2024. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Braun-Bostich & Associates held 116,937 shares of iShares 20+ Year Treasury Bond ETF worth $10.1M as of Q2 2026.
  • Braun-Bostich & Associates bought 9,249 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $794K.
  • iShares 20+ Year Treasury Bond ETF made up 5.64% of Braun-Bostich & Associates's portfolio in Q2 2026, its #2 holding.
  • Braun-Bostich & Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and has held it in 18 quarters since.
  • Braun-Bostich & Associates's iShares 20+ Year Treasury Bond ETF position peaked at $10.1M in Q3 2024.
  • 1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.