Burford Brothers’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Burford Brothers’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	$1.05M	Buy	12,055 +284	+2%	+$25K	0.43%	55
2025 Q4	$1.03M	Sell	11,771 -79	-0.7%	-$7.06K	0.42%	50
2025 Q3	$1.06M	Buy	11,850 +2,119	+22%	+$185K	0.45%	47
2025 Q2	$859K	Buy	9,731 +2,037	+26%	+$178K	0.39%	60
2025 Q1	$700K	Sell	7,694 -196	-2%	-$17.4K	0.34%	76
2024 Q4	$689K	Buy	7,890 +2,097	+36%	+$193K	0.34%	73
2024 Q3	$568K	Sell	5,793 -297	-5%	-$28.6K	0.3%	91
2024 Q2	$559K	Sell	6,090 -1,048	-15%	-$95.5K	0.32%	83
2024 Q1	$675K	Buy	7,138 +418	+6%	+$39.5K	0.44%	58
2023 Q4	$664K	Buy	+6,720	New	+$607K	0.47%	53

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Burford Brothers's TLT Position: Q1 2026 in Review

Burford Brothers increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.4% in Q1 2026, buying an estimated $25K and bringing the position to 12,055 shares worth $1.05M. The position accounts for 0.43% of the portfolio, ranked #55.

Burford Brothers first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.06M in Q3 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Burford Brothers held 12,055 shares of iShares 20+ Year Treasury Bond ETF worth $1.05M as of Q1 2026.
Burford Brothers bought 284 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $25K.
iShares 20+ Year Treasury Bond ETF made up 0.43% of Burford Brothers's portfolio in Q1 2026, its #55 holding.
Burford Brothers first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Burford Brothers's iShares 20+ Year Treasury Bond ETF position peaked at $1.06M in Q3 2025.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Burford Brothers's 13F filing for Q1 2026, filed 27 Apr 2026.