Cerity Partners
TLT icon

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

Cerity 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
2026
Q1 		$9.04M Buy
104,260
+27,494
+36% +$2.42M 0.01% 748
2025
Q4 		$6.69M Buy
76,766
+26,973
+54% +$2.41M 0.01% 816
2025
Q3 		$4.45M Buy
49,793
+837
+2% +$73.2K 0.01% 910
2025
Q2 		$4.32M Sell
48,956
-10,768
-18% -$939K 0.01% 874
2025
Q1 		$5.44M Sell
59,724
-449
-0.7% -$40K 0.01% 710
2024
Q4 		$5.25M Buy
60,173
+37,438
+165% +$3.45M 0.01% 693
2024
Q3 		$2.23M Buy
22,735
+4,534
+25% +$437K ﹤0.01% 1046
2024
Q2 		$1.67M Buy
18,201
+3,571
+24% +$325K ﹤0.01% 988
2024
Q1 		$1.38M Sell
14,630
-370
-2% -$35K ﹤0.01% 1130
2023
Q4 		$1.48M Buy
15,000
+6,727
+81% +$608K ﹤0.01% 863
2023
Q3 		$734K Sell
8,273
-4,895
-37% -$471K ﹤0.01% 848
2023
Q2 		$1.36M Buy
13,168
+9,964
+311% +$1.03M 0.01% 826
2023
Q1 		$1.04M Buy
+3,204
New +$335K ﹤0.01% 958
2022
Q2 		– Sell
-1,511
Closed -$200K – 1243
2022
Q1 		$200K Buy
1,511
+113
+8% +$15.6K ﹤0.01% 867
2021
Q4 		$207K Buy
+1,398
New +$206K ﹤0.01% 924
2019
Q4 		– Sell
-1,472
Closed -$210K – 572
2019
Q3 		$210K Buy
+1,472
New +$205K 0.01% 448

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners's TLT Position: Q1 2026 in Review

Cerity Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 36% in Q1 2026, buying an estimated $2.42M and bringing the position to 104,260 shares worth $9.04M. The position accounts for 0.01% of the portfolio, ranked #748.

Cerity Partners first reported a position in TLT in Q3 2019 and has held it in 16 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Cerity Partners held 104,260 shares of iShares 20+ Year Treasury Bond ETF worth $9.04M as of Q1 2026.
  • Cerity Partners bought 27,494 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $2.42M.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #748 holding.
  • Cerity Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and has held it in 16 quarters since.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.