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Roxbury Financial’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Roxbury Financial’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 		$23.3K Buy
+300
New +$24.7K 0.02% 271

Other funds holding TLT

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Roxbury Financial's TLT Position: Q3 2026 in Review

Roxbury Financial opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026: 300 shares worth $23.3K. The stake represents 0.02% of the portfolio and ranks #271 among its holdings.

16 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Roxbury Financial held 300 shares of iShares 20+ Year Treasury Bond ETF worth $23.3K as of Q3 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Roxbury Financial position in Q3 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Roxbury Financial's portfolio in Q3 2026, its #271 holding.
  • 16 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.