Lauer Wealth
TLT icon

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 		– Sell
-23,578
Closed -$1.98M – 106
2026
Q2 		$1.98M Buy
+23,578
New +$2.02M 1.19% 19

Other funds holding TLT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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. 660 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.
  • 660 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.