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Van Hulzen Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Van Hulzen Asset 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
Q1 		$1.28M Buy
14,784
+98
+0.7% +$8.62K 0.1% 134
2025
Q4 		$1.28M Sell
14,686
-646
-4% -$57.8K 0.09% 136
2025
Q3 		$1.37M Sell
15,332
-308
-2% -$26.9K 0.1% 134
2025
Q2 		$1.38M Buy
15,640
+654
+4% +$57K 0.12% 126
2025
Q1 		$1.36M Sell
14,986
-52,336
-78% -$4.66M 0.12% 132
2024
Q4 		$5.88M Buy
67,322
+1,462
+2% +$135K 0.43% 62
2024
Q3 		$6.46M Buy
65,860
+3,141
+5% +$303K 0.47% 58
2024
Q2 		$5.76M Buy
62,719
+104
+0.2% +$9.48K 0.39% 62
2024
Q1 		$5.92M Buy
62,615
+1,301
+2% +$123K 0.39% 61
2023
Q4 		$6.06M Buy
61,314
+4,325
+8% +$391K 0.43% 57
2023
Q3 		$5.05M Buy
56,989
+54,241
+1,974% +$5.21M 0.39% 60
2023
Q2 		$283K Sell
2,748
-213
-7% -$22.1K 0.02% 247
2023
Q1 		$315K Sell
2,961
-1,050
-26% -$110K 0.03% 224
2022
Q4 		$399K Sell
4,011
-5,645
-58% -$569K 0.05% 198
2022
Q3 		$989K Sell
9,656
-2,563
-21% -$289K 0.12% 117
2022
Q2 		$1.4M Sell
12,219
-3,869
-24% -$456K 0.17% 100
2022
Q1 		$2.13M Buy
16,088
+1,180
+8% +$163K 0.23% 84
2021
Q4 		$2.21M Sell
14,908
-443
-3% -$65.3K 0.24% 79
2021
Q3 		$2.21M Sell
15,351
-78
-0.5% -$11.6K 0.33% 64
2021
Q2 		$2.23M Sell
15,429
-1,036
-6% -$145K 0.33% 63
2021
Q1 		$2.23M Buy
16,465
+139
+0.9% +$20.1K 0.36% 64
2020
Q4 		$2.58M Buy
16,326
+5,134
+46% +$815K 0.39% 63
2020
Q3 		$1.83M Sell
11,192
-29
-0.3% -$4.81K 0.28% 73
2020
Q2 		$1.84M Buy
11,221
+680
+6% +$112K 0.28% 64
2020
Q1 		$1.74M Sell
10,541
-24,147
-70% -$3.6M 0.37% 60
2019
Q4 		$4.7M Buy
34,688
+32,735
+1,676% +$4.56M 0.91% 36
2019
Q3 		$279K Buy
+1,953
New +$271K 0.06% 210
2017
Q2 		– Sell
-10,760
Closed -$1.3M – 149
2017
Q1 		$1.3M Buy
+10,760
New +$1.29M 0.59% 52
2016
Q2 		– Sell
-1,275
Closed -$167K – 154
2016
Q1 		$167K Hold
1,275
– – 0.1% 109
2015
Q4 		$154K Buy
+1,275
New +$155K 0.1% 109

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Van Hulzen Asset Management's TLT Position: Q1 2026 in Review

Van Hulzen Asset Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.67% in Q1 2026, buying an estimated $8.62K and bringing the position to 14,784 shares worth $1.28M. The position accounts for 0.1% of the portfolio, ranked #134.

Van Hulzen Asset Management first reported a position in TLT in Q4 2015 and has held it in 30 quarters since. The position peaked at $6.46M in Q3 2024. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Van Hulzen Asset Management held 14,784 shares of iShares 20+ Year Treasury Bond ETF worth $1.28M as of Q1 2026.
  • Van Hulzen Asset Management bought 98 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $8.62K.
  • iShares 20+ Year Treasury Bond ETF made up 0.1% of Van Hulzen Asset Management's portfolio in Q1 2026, its #134 holding.
  • Van Hulzen Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2015 and has held it in 30 quarters since.
  • Van Hulzen Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $6.46M in Q3 2024.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.