Kovitz Investment Group Partners
TLT icon

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
2021
Q1 		– Sell
-1,132
Closed -$5K – 436
2020
Q4 		$5K Buy
1,132
+16
+1% +$2.54K ﹤0.01% 410
2020
Q3 		$83K Buy
+1,116
New +$185K ﹤0.01% 403

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 $303B AUM 53.02% 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

Kovitz Investment Group Partners's TLT Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 65% in Q1 2026, selling an estimated $6.76M and leaving 42,170 shares worth $3.66M. The position accounts for 0.08% of the portfolio, ranked #162.

Kovitz Investment Group Partners first reported a position in TLT in Q2 2024 and has held it in 7 quarters since. The position peaked at $23.6M in Q3 2024. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Kovitz Investment Group Partners held 42,170 shares of iShares 20+ Year Treasury Bond ETF worth $3.66M as of Q1 2026.
  • Kovitz Investment Group Partners sold 76,847 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $6.76M.
  • iShares 20+ Year Treasury Bond ETF made up 0.08% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #162 holding.
  • Kovitz Investment Group Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • Kovitz Investment Group Partners's iShares 20+ Year Treasury Bond ETF position peaked at $23.6M in Q3 2024.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.