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 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

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Hoxton Planning & Management's TLT Position: Q2 2026 in Review

Hoxton Planning & Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 11% in Q2 2026, selling an estimated $182K and leaving 17,899 shares worth $1.55M. The position accounts for 0.4% of the portfolio, ranked #51.

Hoxton Planning & Management first reported a position in TLT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.64M in Q4 2023. 186 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Hoxton Planning & Management held 17,899 shares of iShares 20+ Year Treasury Bond ETF worth $1.55M as of Q2 2026.
Hoxton Planning & Management sold 2,115 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $182K.
iShares 20+ Year Treasury Bond ETF made up 0.4% of Hoxton Planning & Management's portfolio in Q2 2026, its #51 holding.
Hoxton Planning & Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Hoxton Planning & Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.64M in Q4 2023.
186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.