Hazlett, Burt & Watson’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Hazlett, Burt & Watson’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	$225K	Hold	2,608	–	–	0.06%	249
2026 Q1	$226K	Hold	2,608	–	–	0.07%	233
2025 Q4	$227K	Hold	2,608	–	–	0.07%	233
2025 Q3	$233K	Hold	2,608	–	–	0.08%	206
2025 Q2	$230K	Hold	2,608	–	–	0.09%	185
2025 Q1	$237K	Buy	2,608 +162	+7%	+$14.4K	0.11%	169
2024 Q4	$214K	Buy	2,446 +115	+5%	+$10.6K	0.09%	190
2024 Q3	$229K	Buy	2,331 +730	+46%	+$70.4K	0.11%	186
2024 Q2	$146K	Buy	1,601 +23	+1%	+$2.1K	0.08%	218
2024 Q1	$147K	Buy	1,578 +1	+0.1%	+$95	0.09%	201
2023 Q4	$156K	Sell	1,577 -103	-6%	-$9.31K	0.11%	181
2023 Q3	$150K	Buy	1,680 +217	+15%	+$20.9K	0.11%	172
2023 Q2	$151K	Buy	+1,463	New	+$152K	0.11%	168

Other funds holding TLT

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Hazlett, Burt & Watson held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 2,608 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #249.

Hazlett, Burt & Watson first reported a position in TLT in Q2 2023 and has held it in 13 quarters since. The position peaked at $237K in Q1 2025. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Hazlett, Burt & Watson held 2,608 shares of iShares 20+ Year Treasury Bond ETF worth $225K as of Q2 2026.
Hazlett, Burt & Watson left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.06% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #249 holding.
Hazlett, Burt & Watson first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Hazlett, Burt & Watson's iShares 20+ Year Treasury Bond ETF position peaked at $237K in Q1 2025.
1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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