Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Kovitz Investment Group 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
2025
Q3 		$9.74M Buy
2025
Q2 		– Sell
2025
Q1 		$17.8M Buy
2024
Q4 		$8.89M Sell
2024
Q3 		$23.6M Buy
2024
Q2 		$11.1M Buy
2021
Q1 		– Hold
2020
Q4 		– Hold
2020
Q3 		– Hold