Hixon Zuercher’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Hixon Zuercher’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	$5.43M	Buy	62,862 +2,051	+3%	+$176K	1.59%	22
2026 Q1	$5.27M	Buy	60,811 +3,241	+6%	+$285K	1.64%	24
2025 Q4	$5.02M	Sell	57,570 -1,333	-2%	-$119K	1.52%	25
2025 Q3	$5.26M	Buy	58,903 +3,989	+7%	+$349K	1.6%	22
2025 Q2	$4.85M	Buy	54,914 +2,551	+5%	+$222K	1.57%	24
2025 Q1	$4.77M	Buy	52,363 +9,808	+23%	+$873K	1.68%	22
2024 Q4	$3.72M	Buy	42,555 +647	+2%	+$59.5K	1.43%	28
2024 Q3	$4.11M	Buy	+41,908	New	+$4.04M	1.61%	26

Other funds holding TLT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Hixon Zuercher's TLT Position: Q2 2026 in Review

Hixon Zuercher increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.4% in Q2 2026, buying an estimated $176K and bringing the position to 62,862 shares worth $5.43M. The position accounts for 1.59% of the portfolio, ranked #22.

Hixon Zuercher first reported a position in TLT in Q3 2024 and has held it in 8 quarters since. 295 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Hixon Zuercher held 62,862 shares of iShares 20+ Year Treasury Bond ETF worth $5.43M as of Q2 2026.
Hixon Zuercher bought 2,051 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $176K.
iShares 20+ Year Treasury Bond ETF made up 1.59% of Hixon Zuercher's portfolio in Q2 2026, its #22 holding.
Hixon Zuercher first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
295 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.