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 $1.55T 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

Kovitz Investment Group Partners's TLT Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 24% in Q2 2026, selling an estimated $880K and leaving 31,925 shares worth $2.76M. The position accounts for 0.06% of the portfolio, ranked #187.

Kovitz Investment Group Partners first reported a position in TLT in Q2 2024 and has held it in 8 quarters since. The position peaked at $23.6M in Q3 2024. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Kovitz Investment Group Partners held 31,925 shares of iShares 20+ Year Treasury Bond ETF worth $2.76M as of Q2 2026.
  • Kovitz Investment Group Partners sold 10,245 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $880K.
  • iShares 20+ Year Treasury Bond ETF made up 0.06% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #187 holding.
  • Kovitz Investment Group Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Kovitz Investment Group Partners's iShares 20+ Year Treasury Bond ETF position peaked at $23.6M in Q3 2024.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.