Patton Albertson Miller Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Patton Albertson Miller Group’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	$1.15M	Sell	13,343 -582	-4%	-$50K	0.11%	116
2026 Q1	$1.21M	Sell	13,925 -569	-4%	-$50K	0.14%	107
2025 Q4	$1.26M	Sell	14,494 -120	-0.8%	-$10.7K	0.15%	109
2025 Q3	$1.31M	Sell	14,614 -633	-4%	-$55.4K	0.16%	103
2025 Q2	$1.35M	Sell	15,247 -1,220	-7%	-$106K	0.18%	101
2025 Q1	$1.5M	Buy	16,467 +9,707	+144%	+$864K	0.22%	96
2024 Q4	$590K	Buy	+6,760	New	+$622K	0.08%	139
2018 Q4	–	Sell	-2,353	Closed	-$270K	–	255
2018 Q3	$270K	Sell	2,353 -126	-5%	-$15.1K	0.14%	112
2018 Q2	$302K	Sell	2,479 -1,571	-39%	-$188K	0.15%	107
2018 Q1	$494K	Buy	+4,050	New	+$489K	0.22%	89
2017 Q1	–	Sell	-8,664	Closed	-$1.03M	–	140
2016 Q4	$1.03M	Sell	8,664 -602	-6%	-$75.4K	0.44%	71
2016 Q3	$1.27M	Buy	9,266 +3,597	+63%	+$499K	0.56%	55
2016 Q2	$787K	Buy	+5,669	New	+$748K	0.35%	79

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

Patton Albertson Miller Group's TLT Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.2% in Q2 2026, selling an estimated $50K and leaving 13,343 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #116.

Patton Albertson Miller Group first reported a position in TLT in Q2 2016 and has held it in 13 quarters since. The position peaked at $1.5M in Q1 2025. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Patton Albertson Miller Group held 13,343 shares of iShares 20+ Year Treasury Bond ETF worth $1.15M as of Q2 2026.
Patton Albertson Miller Group sold 582 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $50K.
iShares 20+ Year Treasury Bond ETF made up 0.11% of Patton Albertson Miller Group's portfolio in Q2 2026, its #116 holding.
Patton Albertson Miller Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2016 and has held it in 13 quarters since.
Patton Albertson Miller Group's iShares 20+ Year Treasury Bond ETF position peaked at $1.5M in Q1 2025.
1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.