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 		$78K Buy
+900
New +$79.1K ﹤0.01% 3052

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.