Hazlett, Burt & Watson’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Hazlett, Burt & Watson’s Portfolio TLH Stock Details TLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.19M	Sell	21,842 -181	-0.8%	-$18.1K	0.58%	40
2026 Q1	$2.22M	Buy	22,023 +952	+5%	+$97.2K	0.69%	34
2025 Q4	$2.14M	Buy	21,071 +646	+3%	+$66.7K	0.68%	34
2025 Q3	$2.1M	Buy	20,425 +1,357	+7%	+$137K	0.74%	30
2025 Q2	$1.94M	Buy	19,068 +2,530	+15%	+$254K	0.79%	28
2025 Q1	$1.72M	Buy	16,538 +3,639	+28%	+$369K	0.77%	31
2024 Q4	$1.28M	Buy	12,899 +4,030	+45%	+$417K	0.57%	41
2024 Q3	$967K	Buy	8,869 +781	+10%	+$83.7K	0.44%	52
2024 Q2	$833K	Buy	8,088 +4,164	+106%	+$424K	0.43%	54
2024 Q1	$412K	Buy	3,924 +1,203	+44%	+$126K	0.25%	81
2023 Q4	$293K	Buy	+2,721	New	+$272K	0.2%	116

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Hazlett, Burt & Watson's TLH Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 0.82% in Q2 2026, selling an estimated $18.1K and leaving 21,842 shares worth $2.19M. The position accounts for 0.58% of the portfolio, ranked #40.

Hazlett, Burt & Watson first reported a position in TLH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.22M in Q1 2026. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Hazlett, Burt & Watson held 21,842 shares of iShares 10-20 Year Treasury Bond ETF worth $2.19M as of Q2 2026.
Hazlett, Burt & Watson sold 181 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $18.1K.
iShares 10-20 Year Treasury Bond ETF made up 0.58% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #40 holding.
Hazlett, Burt & Watson first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Hazlett, Burt & Watson's iShares 10-20 Year Treasury Bond ETF position peaked at $2.22M in Q1 2026.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.