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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
Q2 		$2.84M Sell
32,912
-245
-0.7% -$21K 1.11% 26
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 $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Yoder Wealth Management's TLT Position: Q2 2026 in Review

Yoder Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.74% in Q2 2026, selling an estimated $21K and leaving 32,912 shares worth $2.84M. The position accounts for 1.11% of the portfolio, ranked #26.

Yoder Wealth Management first reported a position in TLT in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.31M in Q3 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Yoder Wealth Management held 32,912 shares of iShares 20+ Year Treasury Bond ETF worth $2.84M as of Q2 2026.
  • Yoder Wealth Management sold 245 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $21K.
  • iShares 20+ Year Treasury Bond ETF made up 1.11% of Yoder Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Yoder Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Yoder Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.31M in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.