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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Beirne Wealth Consulting Services's TLT Position: Q2 2026 in Review

Beirne Wealth Consulting Services increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.3% in Q2 2026, buying an estimated $88.1K and bringing the position to 45,268 shares worth $3.91M. The position accounts for 0.78% of the portfolio, ranked #26.

Beirne Wealth Consulting Services first reported a position in TLT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.07M in Q3 2024. 449 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Beirne Wealth Consulting Services held 45,268 shares of iShares 20+ Year Treasury Bond ETF worth $3.91M as of Q2 2026.
  • Beirne Wealth Consulting Services bought 1,026 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $88.1K.
  • iShares 20+ Year Treasury Bond ETF made up 0.78% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #26 holding.
  • Beirne Wealth Consulting Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Beirne Wealth Consulting Services's iShares 20+ Year Treasury Bond ETF position peaked at $4.07M in Q3 2024.
  • 449 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.