VIPI
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Vista Investment Partners II’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Vista Investment Partners II’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 		– Sell
-3,700
Closed -$321K – 176
2026
Q1 		$321K Sell
3,700
-819
-18% -$72K 0.14% 118
2025
Q4 		$394K Buy
+4,519
New +$404K 0.17% 102

Other funds holding TLT

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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Vista Investment Partners II's TLT Position: Q2 2026 in Review

Vista Investment Partners II sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 3,700 shares — an estimated $321K sold.

Vista Investment Partners II first reported a position in TLT in Q4 2025 and held it in 2 quarters. The position peaked at $394K in Q4 2025. 401 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Vista Investment Partners II reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Vista Investment Partners II sold 3,700 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $321K.
  • Vista Investment Partners II first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and held it in 2 quarters.
  • Vista Investment Partners II's iShares 20+ Year Treasury Bond ETF position peaked at $394K in Q4 2025.
  • 401 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.