TLT — ISHARES TR

Ownership history in CERTUITY, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which CERTUITY, LLC reported a position in ISHARES TR (TLT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.27% (2020 Q1)
Avg. % of fund
0.09%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,843 +173 +6.5% 0.02% $254K $87.45
2025 Q2 ADDED 2,670 +306 +12.9% 0.02% $236K $85.39
2025 Q1 ADDED 2,364 +24 +1.0% 0.02% $215K $87.11
2024 Q4 REDUCED 2,340 -543 -18.8% 0.02% $204K $83.01
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TLT price (monthly, adj. close)

Other funds also holding TLT

As of 2025 Q4 — sorted by position size

Greenhaven Road Investment Management, L.P. 3Y 61.14% Cadence Wealth Management LLC 3Y 24.19% LONESTAR CAPITAL MANAGEMENT LLC 3Y 7Y 18.15% PINNBROOK CAPITAL MANAGEMENT LP 3Y 15.73% Glenorchy Capital Ltd 13.02% Kiker Wealth Management, LLC 10.2% INSIGHT 2811, INC. 3Y 7Y 9.85% Eddie Patel Inc 9.29% Ally Financial Inc. 3Y 7Y 9.29% Rafferty Asset Management, LLC 3Y 7Y 9.15%
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