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
Q2 		$7.42M Sell
85,889
-18,371
-18% -$1.58M 0.01% 906
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 $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerity Partners's TLT Position: Q2 2026 in Review

Cerity Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 18% in Q2 2026, selling an estimated $1.58M and leaving 85,889 shares worth $7.42M. The position accounts for 0.01% of the portfolio, ranked #906.

Cerity Partners first reported a position in TLT in Q3 2019 and has held it in 17 quarters since. The position peaked at $9.04M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Cerity Partners held 85,889 shares of iShares 20+ Year Treasury Bond ETF worth $7.42M as of Q2 2026.
  • Cerity Partners sold 18,371 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.58M.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #906 holding.
  • Cerity Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and has held it in 17 quarters since.
  • Cerity Partners's iShares 20+ Year Treasury Bond ETF position peaked at $9.04M in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.