Apeiron RIA’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Apeiron RIA’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	$755K	Sell	8,734 -15,885	-65%	-$1.36M	0.19%	76
2026 Q1	$2.13M	Sell	24,619 -1,345	-5%	-$118K	0.49%	43
2025 Q4	$2.26M	Buy	+25,964	New	+$2.32M	0.46%	45
2025 Q3	–	Sell	-4,752	Closed	-$419K	–	225
2025 Q2	$419K	Sell	4,752 -6,281	-57%	-$548K	0.11%	139
2025 Q1	$1M	Sell	11,033 -8,037	-42%	-$715K	0.3%	73
2024 Q4	$1.67M	Sell	19,070 -2,677	-12%	-$246K	0.47%	45
2024 Q3	$2.13M	Sell	21,747 -2,967	-12%	-$286K	0.61%	35
2024 Q2	$2.27M	Sell	24,714 -31	-0.1%	-$2.83K	0.69%	34
2024 Q1	$2.34M	Sell	24,745 -2,418	-9%	-$229K	0.68%	36
2023 Q4	$2.69M	Buy	27,163 +1,576	+6%	+$142K	0.84%	29
2023 Q3	$2.27M	Buy	25,587 +22,675	+779%	+$2.18M	0.77%	34
2023 Q2	$300K	Sell	2,912 -20	-0.7%	-$2.08K	0.1%	148
2023 Q1	$312K	Buy	+2,932	New	+$307K	0.11%	144
2022 Q2	–	Sell	-2,711	Closed	-$343K	–	197
2022 Q1	$343K	Sell	2,711 -2,206	-45%	-$304K	0.16%	107
2021 Q4	$729K	Buy	+4,917	New	+$725K	0.3%	67

Other funds holding TLT

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Apeiron RIA's TLT Position: Q2 2026 in Review

Apeiron RIA reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 65% in Q2 2026, selling an estimated $1.36M and leaving 8,734 shares worth $755K. The position accounts for 0.19% of the portfolio, ranked #76.

Apeiron RIA first reported a position in TLT in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.69M in Q4 2023. 208 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Apeiron RIA held 8,734 shares of iShares 20+ Year Treasury Bond ETF worth $755K as of Q2 2026.
Apeiron RIA sold 15,885 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.36M.
iShares 20+ Year Treasury Bond ETF made up 0.19% of Apeiron RIA's portfolio in Q2 2026, its #76 holding.
Apeiron RIA first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 15 quarters since.
Apeiron RIA's iShares 20+ Year Treasury Bond ETF position peaked at $2.69M in Q4 2023.
208 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.