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

Lauer 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
Q2 		– Sell
-23,912
Closed -$2.05M – 91
2026
Q1 		$2.08M Buy
23,912
+3,384
+16% +$298K 1.66% 13
2025
Q4 		$1.79M Buy
20,528
+3,858
+23% +$345K 1.33% 15
2025
Q3 		$1.51M Sell
16,670
-9,318
-36% -$815K 1.08% 17
2025
Q2 		$2.27M Buy
25,988
+23,590
+984% +$2.06M 1.87% 11
2025
Q1 		$216K Buy
+2,398
New +$213K 0.17% 40
2024
Q3 		– Sell
-4,234
Closed -$396K – 46
2024
Q2 		$396K Sell
4,234
-60,493
-93% -$5.51M 0.31% 25
2024
Q1 		$5.81M Sell
64,727
-5,158
-7% -$488K 5.05% 8
2023
Q4 		$6.61M Buy
69,885
+30,863
+79% +$2.79M 6.13% 7
2023
Q3 		$3.36M Buy
39,022
+1,617
+4% +$155K 3.63% 11
2023
Q2 		$3.71M Buy
37,405
+6,060
+19% +$629K 3.84% 9
2023
Q1 		$3.27M Buy
+31,345
New +$3.28M 4.09% 9

Other funds holding TLT

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
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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Lauer Wealth's TLT Position: Q2 2026 in Review

Lauer Wealth sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 23,912 shares — an estimated $2.05M sold.

Lauer Wealth first reported a position in TLT in Q1 2023 and held it in 11 quarters. The position peaked at $6.61M in Q4 2023. 295 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Lauer Wealth reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Lauer Wealth sold 23,912 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.05M.
  • Lauer Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and held it in 11 quarters.
  • Lauer Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $6.61M in Q4 2023.
  • 295 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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