Lantern Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lantern Wealth Advisors’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	$223K	Sell	2,576 -1,682	-40%	-$144K	0.1%	172
2026 Q1	$369K	Sell	4,258 -4,415	-51%	-$388K	0.19%	121
2025 Q4	$756K	Sell	8,673 -369	-4%	-$33K	0.4%	66
2025 Q3	$808K	Buy	9,042 +68	+0.8%	+$5.95K	0.43%	59
2025 Q2	$792K	Buy	+8,974	New	+$782K	0.47%	60
2024 Q4	$532K	Sell	6,086 -338	-5%	-$31.1K	0.35%	72
2024 Q3	$630K	Buy	6,424 +1,728	+37%	+$167K	0.44%	57
2024 Q2	$431K	Buy	4,696 +786	+20%	+$71.6K	0.31%	77
2024 Q1	$370K	Sell	3,910 -91	-2%	-$8.61K	0.26%	88
2023 Q4	$396K	Buy	+4,001	New	+$362K	0.31%	81

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lantern Wealth Advisors's TLT Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 40% in Q2 2026, selling an estimated $144K and leaving 2,576 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #172.

Lantern Wealth Advisors first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $808K in Q3 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Lantern Wealth Advisors held 2,576 shares of iShares 20+ Year Treasury Bond ETF worth $223K as of Q2 2026.
Lantern Wealth Advisors sold 1,682 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $144K.
iShares 20+ Year Treasury Bond ETF made up 0.1% of Lantern Wealth Advisors's portfolio in Q2 2026, its #172 holding.
Lantern Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Lantern Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $808K in Q3 2025.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.