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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
Q2 		$995K Sell
11,514
-541
-4% -$46.5K 0.37% 62
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
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

Burford Brothers's TLT Position: Q2 2026 in Review

Burford Brothers reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.5% in Q2 2026, selling an estimated $46.5K and leaving 11,514 shares worth $995K. The position accounts for 0.37% of the portfolio, ranked #62.

Burford Brothers first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q3 2025. 1,047 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Burford Brothers held 11,514 shares of iShares 20+ Year Treasury Bond ETF worth $995K as of Q2 2026.
  • Burford Brothers sold 541 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $46.5K.
  • iShares 20+ Year Treasury Bond ETF made up 0.37% of Burford Brothers's portfolio in Q2 2026, its #62 holding.
  • Burford Brothers first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Burford Brothers's iShares 20+ Year Treasury Bond ETF position peaked at $1.06M in Q3 2025.
  • 1,047 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.