Aurelius Family Office’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Aurelius Family Office’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	$516K	Sell	5,969 -756	-11%	-$64.9K	0.2%	36
2026 Q1	$583K	Sell	6,725 -110	-2%	-$9.67K	0.25%	34
2025 Q4	$598K	Sell	6,835 -217	-3%	-$19.4K	0.26%	34
2025 Q3	$630K	Sell	7,052 -249	-3%	-$21.8K	0.28%	33
2025 Q2	$644K	Sell	7,301 -173	-2%	-$15.1K	0.3%	33
2025 Q1	$680K	Buy	7,474 +166	+2%	+$14.8K	0.35%	33
2024 Q4	$638K	Buy	+7,308	New	+$673K	0.32%	34

Other funds holding TLT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Aurelius Family Office's TLT Position: Q2 2026 in Review

Aurelius Family Office reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 11% in Q2 2026, selling an estimated $64.9K and leaving 5,969 shares worth $516K. The position accounts for 0.2% of the portfolio, ranked #36.

Aurelius Family Office first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $680K in Q1 2025. 367 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Aurelius Family Office held 5,969 shares of iShares 20+ Year Treasury Bond ETF worth $516K as of Q2 2026.
Aurelius Family Office sold 756 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $64.9K.
iShares 20+ Year Treasury Bond ETF made up 0.2% of Aurelius Family Office's portfolio in Q2 2026, its #36 holding.
Aurelius Family Office first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Aurelius Family Office's iShares 20+ Year Treasury Bond ETF position peaked at $680K in Q1 2025.
367 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.