Boyd Watterson Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$71.6K Buy
826
+12
+1% +$1.05K 0.02% 161
2025
Q4
$70.9K Buy
+814
New +$72.8K 0.02% 159
2024
Q3
Sell
-65
Closed -$5.97K 444
2024
Q2
$5.97K Buy
+65
New +$5.92K ﹤0.01% 333
2023
Q3
Sell
-270
Closed -$27.8K 425
2023
Q2
$27.8K Buy
+270
New +$28K 0.01% 230
2021
Q1
Sell
-5,928
Closed -$935K 150
2020
Q4
$935K Sell
5,928
-2,547
-30% -$404K 0.44% 68
2020
Q3
$1.38M Buy
8,475
+471
+6% +$78.1K 0.76% 40
2020
Q2
$1.31M Sell
8,004
-1,704
-18% -$281K 0.89% 35
2020
Q1
$1.6M Buy
9,708
+170
+2% +$25.3K 1.31% 25
2019
Q4
$1.29M Sell
9,538
-727
-7% -$101K 0.85% 35
2019
Q3
$1.47M Sell
10,265
-355
-3% -$49.3K 1.03% 28
2019
Q2
$1.41M Buy
10,620
+757
+8% +$96.1K 0.96% 30
2019
Q1
$1.25M Buy
9,863
+3,304
+50% +$402K 0.79% 37
2018
Q4
$797K Buy
6,559
+1,382
+27% +$160K 0.58% 53
2018
Q3
$607K Sell
5,177
-1,405
-21% -$169K 0.35% 78
2018
Q2
$801K Sell
6,582
-2,460
-27% -$294K 0.46% 62
2018
Q1
$1.1M Sell
9,042
-4,010
-31% -$484K 0.55% 50
2017
Q4
$1.66M Buy
13,052
+3,963
+44% +$497K 0.8% 36
2017
Q3
$1.13M Sell
9,089
-2,628
-22% -$330K 0.56% 49
2017
Q2
$1.47M Sell
11,717
-851
-7% -$105K 0.75% 39
2017
Q1
$1.52M Sell
12,568
-8,836
-41% -$1.06M 0.76% 38
2016
Q4
$2.55M Buy
21,404
+800
+4% +$100K 1.35% 17
2016
Q3
$2.83M Buy
20,604
+2,011
+11% +$279K 1.39% 17
2016
Q2
$2.58M Sell
18,593
-2,804
-13% -$370K 1.23% 21
2016
Q1
$2.79M Buy
21,397
+1,333
+7% +$171K 1.35% 16
2015
Q4
$2.42M Sell
20,064
-827
-4% -$101K 1.15% 24
2015
Q3
$2.58M Sell
20,891
-7,172
-26% -$870K 1.1% 25
2015
Q2
$3.3M Buy
28,063
+12,725
+83% +$1.56M 1.29% 22
2015
Q1
$2M Buy
15,338
+2,275
+17% +$297K 0.8% 42
2014
Q4
$1.65M Buy
13,063
+3,995
+44% +$484K 0.7% 43
2014
Q3
$1.05M Buy
9,068
+86
+1% +$9.89K 0.46% 64
2014
Q2
$1.02M Buy
8,982
+5,216
+139% +$582K 0.44% 61
2014
Q1
$411K Buy
+3,766
New +$402K 0.19% 128

Other funds holding TLT

Boyd Watterson Asset Management's TLT Position: Q1 2026 in Review

Boyd Watterson Asset Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.5% in Q1 2026, buying an estimated $1.05K and bringing the position to 826 shares worth $71.6K. The position accounts for 0.02% of the portfolio, ranked #161.

Boyd Watterson Asset Management first reported a position in TLT in Q1 2014 and has held it in 32 quarters since. The position peaked at $3.3M in Q2 2015. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Boyd Watterson Asset Management held 826 shares of iShares 20+ Year Treasury Bond ETF worth $71.6K as of Q1 2026.
  • Boyd Watterson Asset Management bought 12 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.05K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Boyd Watterson Asset Management's portfolio in Q1 2026, its #161 holding.
  • Boyd Watterson Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2014 and has held it in 32 quarters since.
  • Boyd Watterson Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.3M in Q2 2015.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.