Americana Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Americana Partners’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	$407K	Sell	4,714 -1,604	-25%	-$138K	0.01%	427
2026 Q1	$548K	Sell	6,318 -93,212	-94%	-$8.19M	0.01%	341
2025 Q4	$8.68M	Buy	99,530 +18,668	+23%	+$1.67M	0.24%	88
2025 Q3	$7.23M	Buy	80,862 +28,513	+54%	+$2.49M	0.22%	93
2025 Q2	$4.62M	Buy	52,349 +18,309	+54%	+$1.6M	0.16%	128
2025 Q1	$3.1M	Buy	34,040 +31,583	+1,285%	+$2.81M	0.12%	138
2024 Q4	$215K	Sell	2,457 -11,948	-83%	-$1.1M	0.01%	372
2024 Q3	$1.41M	Sell	14,405 -4,357	-23%	-$420K	0.1%	164
2024 Q2	$1.72M	Sell	18,762 -12,555	-40%	-$1.14M	0.14%	147
2024 Q1	$2.96M	Sell	31,317 -210	-0.7%	-$19.9K	0.25%	103
2023 Q4	$3.12M	Hold	31,527	–	–	0.3%	88
2023 Q3	$2.7M	Buy	+31,527	New	+$3.03M	0.29%	84
2022 Q1	–	Sell	-1,350	Closed	-$200K	–	282
2021 Q4	$200K	Buy	+1,350	New	+$199K	0.04%	247

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Americana Partners's TLT Position: Q2 2026 in Review

Americana Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 25% in Q2 2026, selling an estimated $138K and leaving 4,714 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #427.

Americana Partners first reported a position in TLT in Q4 2021 and has held it in 13 quarters since. The position peaked at $8.68M in Q4 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Americana Partners held 4,714 shares of iShares 20+ Year Treasury Bond ETF worth $407K as of Q2 2026.
Americana Partners sold 1,604 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $138K.
iShares 20+ Year Treasury Bond ETF made up 0.01% of Americana Partners's portfolio in Q2 2026, its #427 holding.
Americana Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 13 quarters since.
Americana Partners's iShares 20+ Year Treasury Bond ETF position peaked at $8.68M in Q4 2025.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.