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Cerity Partners OCIO’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Cerity Partners OCIO’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
2020
Q1 		– Sell
-2,000
Closed -$1K – 338
2019
Q4 		$1K Buy
+2,000
New +$278K ﹤0.01% 333

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners OCIO's TLT Position: Q4 2025 in Review

Cerity Partners OCIO sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 250,173 shares — an estimated $22.4M sold.

Cerity Partners OCIO first reported a position in TLT in Q1 2016 and held it in 21 quarters. The position peaked at $30M in Q3 2024. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Cerity Partners OCIO reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Cerity Partners OCIO sold 250,173 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $22.4M.
  • Cerity Partners OCIO first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and held it in 21 quarters.
  • Cerity Partners OCIO's iShares 20+ Year Treasury Bond ETF position peaked at $30M in Q3 2024.
  • 1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Cerity Partners OCIO's 13F filing for Q4 2025, filed 11 Feb 2026.