Ameritas Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Ameritas Advisory Services’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	$805K	Sell	9,315 -7,018	-43%	-$603K	0.02%	633
2026 Q1	$1.42M	Sell	16,333 -1,374	-8%	-$121K	0.05%	295
2025 Q4	$1.54M	Buy	17,707 +7,091	+67%	+$634K	0.06%	274
2025 Q3	$949K	Buy	10,616 +144	+1%	+$12.6K	0.06%	263
2025 Q2	$924K	Sell	10,472 -11,458	-52%	-$999K	0.05%	369
2025 Q1	$1.92M	Sell	21,930 -4,201	-16%	-$374K	0.08%	246
2024 Q4	$2.28M	Sell	26,131 -8,759	-25%	-$806K	0.08%	227
2024 Q3	$3.42M	Buy	34,890 +6,564	+23%	+$633K	0.15%	150
2024 Q2	$2.6M	Buy	28,326 +16,567	+141%	+$1.51M	0.1%	205
2024 Q1	$1.06M	Sell	11,759 -3,975	-25%	-$376K	0.04%	364
2023 Q4	$1.52M	Sell	15,734 -5,910	-27%	-$534K	0.08%	212
2023 Q3	$1.92M	Buy	+21,644	New	+$2.08M	0.1%	208
2023 Q2	–	Sell	-6,633	Closed	-$700K	–	2339
2023 Q1	$700K	Buy	+6,633	New	+$694K	0.04%	393

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

Ameritas Advisory Services's TLT Position: Q2 2026 in Review

Ameritas Advisory Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 43% in Q2 2026, selling an estimated $603K and leaving 9,315 shares worth $805K. The position accounts for 0.02% of the portfolio, ranked #633.

Ameritas Advisory Services first reported a position in TLT in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.42M in Q3 2024. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Ameritas Advisory Services held 9,315 shares of iShares 20+ Year Treasury Bond ETF worth $805K as of Q2 2026.
Ameritas Advisory Services sold 7,018 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $603K.
iShares 20+ Year Treasury Bond ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #633 holding.
Ameritas Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Ameritas Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $3.42M in Q3 2024.
1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.