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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
Q3 		$2.43M Sell
31,271
-1,641
-5% -$135K 0.92% 34
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% +$9.5K 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

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Yoder Wealth Management's TLT Position: Q3 2026 in Review

Yoder Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5% in Q3 2026, selling an estimated $135K and leaving 31,271 shares worth $2.43M. The position accounts for 0.92% of the portfolio, ranked #34.

Yoder Wealth Management first reported a position in TLT in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.31M in Q3 2024. 172 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Yoder Wealth Management held 31,271 shares of iShares 20+ Year Treasury Bond ETF worth $2.43M as of Q3 2026.
  • Yoder Wealth Management sold 1,641 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $135K.
  • iShares 20+ Year Treasury Bond ETF made up 0.92% of Yoder Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Yoder Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Yoder Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.31M in Q3 2024.
  • 172 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

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