Beirne Wealth Consulting Services
TLT icon

Beirne Wealth Consulting Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Beirne Wealth Consulting Services’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 		$3.6M Buy
46,240
+972
+2% +$80.2K 0.71% 25
2026
Q2 		$3.91M Buy
45,268
+1,026
+2% +$88.1K 0.78% 26
2026
Q1 		$3.84M Sell
44,242
-1
-0% -$88 1.09% 24
2025
Q4 		$3.86M Buy
44,243
+1,565
+4% +$140K 1.12% 25
2025
Q3 		$3.82M Buy
42,678
+1,080
+3% +$94.5K 0.92% 27
2025
Q2 		$3.67M Sell
41,598
-184
-0.4% -$16K 1.19% 24
2025
Q1 		$3.8M Buy
41,782
+518
+1% +$46.1K 1.36% 21
2024
Q4 		$3.6M Sell
41,264
-183
-0.4% -$16.8K 1.3% 22
2024
Q3 		$4.07M Buy
41,447
+531
+1% +$51.2K 1.43% 19
2024
Q2 		$3.76M Buy
40,916
+7,213
+21% +$657K 1.51% 20
2024
Q1 		$3.19M Buy
33,703
+175
+0.5% +$16.6K 1.35% 21
2023
Q4 		$3.32M Buy
33,528
+12,903
+63% +$1.17M 1.64% 14
2023
Q3 		$2.12M Hold
20,625
– – 1.69% 13
2023
Q2 		$2.12M Buy
20,625
+4,942
+32% +$513K 1.69% 13
2023
Q1 		$1.67M Buy
15,683
+502
+3% +$52.5K 1.17% 17
2022
Q4 		$1.51M Buy
+15,181
New +$1.53M 0.74% 22

Other funds holding TLT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Beirne Wealth Consulting Services's TLT Position: Q3 2026 in Review

Beirne Wealth Consulting Services increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.1% in Q3 2026, buying an estimated $80.2K and bringing the position to 46,240 shares worth $3.6M. The position accounts for 0.71% of the portfolio, ranked #25.

Beirne Wealth Consulting Services first reported a position in TLT in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.07M in Q3 2024. 660 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Beirne Wealth Consulting Services held 46,240 shares of iShares 20+ Year Treasury Bond ETF worth $3.6M as of Q3 2026.
  • Beirne Wealth Consulting Services bought 972 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $80.2K.
  • iShares 20+ Year Treasury Bond ETF made up 0.71% of Beirne Wealth Consulting Services's portfolio in Q3 2026, its #25 holding.
  • Beirne Wealth Consulting Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Beirne Wealth Consulting Services's iShares 20+ Year Treasury Bond ETF position peaked at $4.07M in Q3 2024.
  • 660 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q3 2026, filed 19 Oct 2026.