Hazlett, Burt & Watson
TLT icon

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
Q3 		– Sell
-2,608
Closed -$225K – 939
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

Hazlett, Burt & Watson's TLT Position: Q3 2026 in Review

Hazlett, Burt & Watson sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026, closing a stake of 2,608 shares — an estimated $225K sold.

Hazlett, Burt & Watson first reported a position in TLT in Q2 2023 and held it in 13 quarters. The position peaked at $237K in Q1 2025. 894 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Hazlett, Burt & Watson reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 2,608 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $225K.
  • Hazlett, Burt & Watson first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and held it in 13 quarters.
  • Hazlett, Burt & Watson's iShares 20+ Year Treasury Bond ETF position peaked at $237K in Q1 2025.
  • 894 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.