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Hoese & Co’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Hoese & Co’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
-1
Closed -$86 – 184
2026
Q2 		$86 Buy
+1
New +$86 ﹤0.01% 183

Other funds holding TLT

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Vision Financial Markets
Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Hoese & Co's TLT Position: Q3 2026 in Review

Hoese & Co sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026, closing a stake of 1 share — an estimated $86 sold.

Hoese & Co first reported a position in TLT in Q2 2026 and held it in 1 quarter. The position peaked at $86 in Q2 2026. 280 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Hoese & Co reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Hoese & Co sold 1 iShares 20+ Year Treasury Bond ETF share in Q3 2026, an estimated $86.
  • Hoese & Co first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2026 and held it in 1 quarter.
  • Hoese & Co's iShares 20+ Year Treasury Bond ETF position peaked at $86 in Q2 2026.
  • 280 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.