TLT — ISHARES TR

Ownership history in Lauer Wealth, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Lauer Wealth, LLC reported a position in ISHARES TR (TLT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.13% (2023 Q4)
Avg. % of fund
2.75%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 20,528 +3,858 +23.1% 1.33% $1.8M $86.54
2025 Q3 REDUCED 16,670 -9,318 -35.9% 1.08% $1.5M $87.45
2025 Q2 ADDED 25,988 +23,590 +983.7% 1.87% $2.3M $85.39
2025 Q1 REDUCED 2,398 -1,836 -43.4% 0.17% $216K $87.11
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TLT price (monthly, adj. close)

Other funds also holding TLT

As of 2025 Q4 — sorted by position size

Greenhaven Road Investment Management, L.P. 3Y 61.14% Cadence Wealth Management LLC 3Y 24.19% LONESTAR CAPITAL MANAGEMENT LLC 3Y 7Y 18.15% PINNBROOK CAPITAL MANAGEMENT LP 3Y 15.73% Glenorchy Capital Ltd 13.02% Kiker Wealth Management, LLC 10.2% INSIGHT 2811, INC. 3Y 7Y 9.85% Eddie Patel Inc 9.29% Ally Financial Inc. 3Y 7Y 9.29% Rafferty Asset Management, LLC 3Y 7Y 9.15%
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