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 Q3	$976K	Buy	+12,528	New	+$1.03M	0.61%	25
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

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Lauer Wealth's TLT Position: Q3 2026 in Review

Lauer Wealth opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026: 12,528 shares worth $976K. The stake represents 0.61% of the portfolio and ranks #25 among its holdings. This is a return to the name: Lauer Wealth previously reported a position in TLT as recently as Q1 2026.

Lauer Wealth first reported a position in TLT in Q1 2023 and has held it in 12 quarters since. The position peaked at $6.61M in Q4 2023. 280 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Lauer Wealth held 12,528 shares of iShares 20+ Year Treasury Bond ETF worth $976K as of Q3 2026.
iShares 20+ Year Treasury Bond ETF was a new Lauer Wealth position in Q3 2026.
iShares 20+ Year Treasury Bond ETF made up 0.61% of Lauer Wealth's portfolio in Q3 2026, its #25 holding.
Lauer Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 12 quarters since.
Lauer Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $6.61M in Q4 2023.
280 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.