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

Ameritas Investment 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
2025 Q3	–	Sell	-377	Closed	-$33.3K	–	3213
2025 Q2	$33.3K	Buy	+377	New	+$32.9K	﹤0.01%	2429
2023 Q3	–	Sell	-100	Closed	-$10.3K	–	3124
2023 Q2	$10.3K	Buy	+100	New	+$10.4K	﹤0.01%	2904
2020 Q4	–	Sell	-150	Closed	-$24K	–	3112
2020 Q3	$24K	Buy	+150	New	+$24.9K	﹤0.01%	2290
2019 Q4	–	Sell	-78	Closed	-$11K	–	3038
2019 Q3	$11K	Hold	78	–	–	﹤0.01%	2710
2019 Q2	$10K	Buy	+78	New	+$9.91K	﹤0.01%	2808
2015 Q4	–	Sell	-230	Closed	-$28K	–	1192
2015 Q3	$28K	Hold	230	–	–	﹤0.01%	1025
2015 Q2	$27K	Hold	230	–	–	﹤0.01%	1080
2015 Q1	$30K	Hold	230	–	–	﹤0.01%	1112
2014 Q4	$28K	Buy	+230	New	+$27.9K	﹤0.01%	1098

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

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

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

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameritas Investment Partners's TLT Position: Q3 2025 in Review

Ameritas Investment Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 377 shares — an estimated $33.3K sold.

Ameritas Investment Partners first reported a position in TLT in Q4 2014 and held it in 9 quarters. The position peaked at $33.3K in Q2 2025. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

Ameritas Investment Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Investment Partners sold 377 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $33.3K.
Ameritas Investment Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2014 and held it in 9 quarters.
Ameritas Investment Partners's iShares 20+ Year Treasury Bond ETF position peaked at $33.3K in Q2 2025.
1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Ameritas Investment Partners's 13F filing for Q3 2025, filed 10 Nov 2025.