Hoxton Planning & Management
TLT icon

Hoxton Planning & Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Hoxton Planning & Management’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 		$1.69M Buy
21,744
+3,845
+21% +$317K 0.43% 46
2026
Q2 		$1.55M Sell
17,899
-2,115
-11% -$182K 0.4% 51
2026
Q1 		$1.74M Sell
20,014
-496
-2% -$43.6K 0.52% 40
2025
Q4 		$1.79M Buy
20,510
+1,445
+8% +$129K 0.53% 42
2025
Q3 		$1.7M Sell
19,065
-144
-0.7% -$12.6K 0.55% 40
2025
Q2 		$1.7M Buy
19,209
+2,553
+15% +$223K 0.59% 38
2025
Q1 		$1.52M Sell
16,656
-4,692
-22% -$418K 0.58% 38
2024
Q4 		$1.86M Buy
21,348
+524
+3% +$48.2K 0.71% 26
2024
Q3 		$2.04M Sell
20,824
-1,789
-8% -$173K 0.79% 26
2024
Q2 		$2.08M Sell
22,613
-1,521
-6% -$139K 0.97% 20
2024
Q1 		$2.28M Sell
24,134
-2,524
-9% -$239K 1.09% 17
2023
Q4 		$2.64M Buy
26,658
+504
+2% +$45.5K 1.4% 13
2023
Q3 		$2.32M Buy
26,154
+15,917
+155% +$1.53M 1.5% 14
2023
Q2 		$1.05M Sell
10,237
-13,613
-57% -$1.41M 0.65% 27
2023
Q1 		$2.54M Buy
23,850
+14,573
+157% +$1.52M 1.4% 16
2022
Q4 		$924K Buy
+9,277
New +$935K 0.49% 37

Other funds holding TLT

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 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
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Hoxton Planning & Management's TLT Position: Q3 2026 in Review

Hoxton Planning & Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 21% in Q3 2026, buying an estimated $317K and bringing the position to 21,744 shares worth $1.69M. The position accounts for 0.43% of the portfolio, ranked #46.

Hoxton Planning & Management first reported a position in TLT in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.64M in Q4 2023. 227 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Hoxton Planning & Management held 21,744 shares of iShares 20+ Year Treasury Bond ETF worth $1.69M as of Q3 2026.
  • Hoxton Planning & Management bought 3,845 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $317K.
  • iShares 20+ Year Treasury Bond ETF made up 0.43% of Hoxton Planning & Management's portfolio in Q3 2026, its #46 holding.
  • Hoxton Planning & Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.64M in Q4 2023.
  • 227 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.