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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hazlett, Burt & Watson's TLT Position: Q1 2026 in Review

Hazlett, Burt & Watson held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q1 2026 at 2,608 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #233.

Hazlett, Burt & Watson first reported a position in TLT in Q2 2023 and has held it in 12 quarters since. The position peaked at $237K in Q1 2025. 1,087 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Hazlett, Burt & Watson held 2,608 shares of iShares 20+ Year Treasury Bond ETF worth $226K as of Q1 2026.
  • Hazlett, Burt & Watson left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.07% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #233 holding.
  • Hazlett, Burt & Watson first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Hazlett, Burt & Watson's iShares 20+ Year Treasury Bond ETF position peaked at $237K in Q1 2025.
  • 1,087 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.