AP
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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
2024
Q4 		– Sell
-2,000
Closed -$196K – 407
2024
Q3 		$196K Buy
+2,000
New +$193K 0.01% 358

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VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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. 560 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.
  • 560 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.