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Aurora Private Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Aurora Private Wealth’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 		$1.79M Sell
20,713
-516
-2% -$44.3K 1.14% 20
2026
Q1 		$1.84M Sell
21,229
-12,456
-37% -$1.1M 1.31% 17
2025
Q4 		$2.94M Buy
+33,685
New +$3.01M 1.94% 12
2025
Q2 		$2.8M Buy
31,726
+74
+0.2% +$6.45K 2.07% 11
2025
Q1 		$2.88M Sell
31,652
-827
-3% -$73.6K 2.3% 10
2024
Q4 		$2.84M Sell
32,479
-2,376
-7% -$219K 2.12% 11
2024
Q3 		$3.42M Buy
34,855
+29,483
+549% +$2.84M 2.68% 5
2024
Q2 		$493K Sell
5,372
-756
-12% -$68.9K 0.43% 62
2024
Q1 		$577K Sell
6,128
-29
-0.5% -$2.74K 0.5% 56
2023
Q4 		$609K Buy
+6,157
New +$556K 0.57% 47
2023
Q3 		– Sell
-3,197
Closed -$329K – 146
2023
Q2 		$329K Buy
+3,197
New +$332K 0.37% 78

Other funds holding TLT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
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
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
TVPW
Third View Private Wealth Westport, Connecticut $814M AUM

Aurora Private Wealth's TLT Position: Q2 2026 in Review

Aurora Private Wealth reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.4% in Q2 2026, selling an estimated $44.3K and leaving 20,713 shares worth $1.79M. The position accounts for 1.14% of the portfolio, ranked #20.

Aurora Private Wealth first reported a position in TLT in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.42M in Q3 2024. 339 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Aurora Private Wealth held 20,713 shares of iShares 20+ Year Treasury Bond ETF worth $1.79M as of Q2 2026.
  • Aurora Private Wealth sold 516 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $44.3K.
  • iShares 20+ Year Treasury Bond ETF made up 1.14% of Aurora Private Wealth's portfolio in Q2 2026, its #20 holding.
  • Aurora Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 11 quarters since.
  • Aurora Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $3.42M in Q3 2024.
  • 339 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.