TLT β€” iShares Barclys 20+ TRY

Ownership history in Cerity Partners OCIO LLC  Β·  25 quarters on record

AI Ownership Summary

Cerity Partners OCIO LLC reported iShares Barclys 20+ TRY (TLT) in 25 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 2.41% in 2024 Q3. The latest visible filing shows TLT at 1.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cerity Partners OCIO LLC's position in iShares Barclys 20+ TRY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TLT was reported at 1.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.41% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cerity Partners OCIO LLC held TLT β€” position size vs. price
% of Fund (quarterly)    TLT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 250,173 +33,570 +15.5% 1.14% $22.4M 2025-10-22 $90.04
2025 Q2 ADDED 216,603 +10,058 +4.9% 1.06% $19.1M 2025-08-13 $85.13
2025 Q1 REDUCED 206,545 -22,860 -10.0% 1.06% $18.8M 2025-04-30 $85.59
2024 Q4 REDUCED 229,405 -76,384 -25.0% 1.33% $20.0M 2025-02-13 $84.26
2024 Q3 ADDED 305,789 +302,500 +9197.3% 2.41% $30.0M 2024-11-12 $85.21
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Cerity Partners OCIO LLC and TLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cerity Partners OCIO LLC reported owning TLT?

Cerity Partners OCIO LLC reported TLT across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported TLT position in Cerity Partners OCIO LLC's portfolio?

The largest reported portfolio weight for TLT was 2.41% in 2024 Q3.

What is the latest reported TLT position on this page?

The most recent filing on this page is 2025 Q3, when Cerity Partners OCIO LLC reported 250,173 shares, equal to 1.14% of portfolio, with an estimated market value of $22.4M.

What does the chart on this TLT ownership page compare?

The chart compares Cerity Partners OCIO LLC's quarterly TLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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