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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$230K Hold
2,608
0.09% 185
2025
Q1
$237K Buy
2,608
+162
+7% +$14.7K 0.11% 169
2024
Q4
$214K Buy
2,446
+115
+5% +$10.1K 0.09% 190
2024
Q3
$229K Buy
2,331
+730
+46% +$71.7K 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% +$93 0.09% 201
2023
Q4
$156K Sell
1,577
-103
-6% -$10.2K 0.11% 181
2023
Q3
$150K Buy
1,680
+217
+15% +$19.4K 0.11% 172
2023
Q2
$151K Buy
+1,463
New +$151K 0.11% 168