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 Q3	$1.61M	Buy	20,757 +44	+0.2%	+$3.63K	1.02%	26
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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Aurora Private Wealth's TLT Position: Q3 2026 in Review

Aurora Private Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.21% in Q3 2026, buying an estimated $3.63K and bringing the position to 20,757 shares worth $1.61M. The position accounts for 1.02% of the portfolio, ranked #26.

Aurora Private Wealth first reported a position in TLT in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.42M in Q3 2024. 319 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Aurora Private Wealth held 20,757 shares of iShares 20+ Year Treasury Bond ETF worth $1.61M as of Q3 2026.
Aurora Private Wealth bought 44 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $3.63K.
iShares 20+ Year Treasury Bond ETF made up 1.02% of Aurora Private Wealth's portfolio in Q3 2026, its #26 holding.
Aurora Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
Aurora Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $3.42M in Q3 2024.
319 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.