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J. Derek Lewis & Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

J. Derek Lewis & Associates’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 		– Sell
-4,650
Closed -$403K – 233
2026
Q1 		$403K Buy
+4,650
New +$409K 0.09% 117

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Mirae Asset Global Investments
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HighTower Advisors
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J. Derek Lewis & Associates's TLT Position: Q2 2026 in Review

J. Derek Lewis & Associates sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 4,650 shares — an estimated $403K sold.

J. Derek Lewis & Associates first reported a position in TLT in Q1 2026 and held it in 1 quarter. The position peaked at $403K in Q1 2026. 633 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • J. Derek Lewis & Associates reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • J. Derek Lewis & Associates sold 4,650 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $403K.
  • J. Derek Lewis & Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • J. Derek Lewis & Associates's iShares 20+ Year Treasury Bond ETF position peaked at $403K in Q1 2026.
  • 633 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.