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

Yoder Wealth Management’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
Q1 		$2.87M Buy
33,157
+3,730
+13% +$328K 1.31% 25
2025
Q4 		$2.56M Sell
29,427
-440
-1% -$39.3K 1.17% 25
2025
Q3 		$2.67M Buy
29,867
+109
+0.4% +$9.53K 1.26% 24
2025
Q2 		$2.63M Sell
29,758
-2,685
-8% -$234K 1.37% 24
2025
Q1 		$2.95M Buy
32,443
+50
+0.2% +$4.45K 1.66% 21
2024
Q4 		$2.83M Sell
32,393
-1,333
-4% -$123K 1.56% 22
2024
Q3 		$3.31M Buy
33,726
+2,265
+7% +$218K 1.99% 16
2024
Q2 		$2.89M Sell
31,461
-1,977
-6% -$180K 1.87% 16
2024
Q1 		$3.16M Buy
33,438
+4,150
+14% +$393K 2.06% 15
2023
Q4 		$2.9M Buy
29,288
+18,044
+160% +$1.63M 2.04% 15
2023
Q3 		$997K Buy
11,244
+5,730
+104% +$551K 0.82% 31
2023
Q2 		$568K Buy
5,514
+816
+17% +$84.6K 0.45% 47
2023
Q1 		$500K Buy
+4,698
New +$492K 0.42% 48

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Yoder Wealth Management's TLT Position: Q1 2026 in Review

Yoder Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 13% in Q1 2026, buying an estimated $328K and bringing the position to 33,157 shares worth $2.87M. The position accounts for 1.31% of the portfolio, ranked #25.

Yoder Wealth Management first reported a position in TLT in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.31M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Yoder Wealth Management held 33,157 shares of iShares 20+ Year Treasury Bond ETF worth $2.87M as of Q1 2026.
  • Yoder Wealth Management bought 3,730 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $328K.
  • iShares 20+ Year Treasury Bond ETF made up 1.31% of Yoder Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Yoder Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Yoder Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.31M in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.