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Independence Bank of Kentucky’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Independence Bank of Kentucky’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
2026
Q2 		$5.44K Hold
63
– – ﹤0.01% 530
2026
Q1 		$5.46K Hold
63
– – ﹤0.01% 554
2025
Q4 		$5.49K Hold
63
– – ﹤0.01% 578
2025
Q3 		$5.63K Hold
63
– – ﹤0.01% 576
2025
Q2 		$5.56K Hold
63
– – ﹤0.01% 559
2025
Q1 		$5.74K Sell
63
-240
-79% -$21.4K ﹤0.01% 554
2024
Q4 		$26.5K Buy
+303
New +$27.9K ﹤0.01% 453
2024
Q3 		– Sell
-1,700
Closed -$156K – 606
2024
Q2 		$156K Sell
1,700
-1,500
-47% -$137K 0.04% 258
2024
Q1 		$303K Hold
3,200
– – 0.09% 185
2023
Q4 		$316K Buy
+3,200
New +$289K 0.11% 165
2022
Q3 		– Sell
-1,740
Closed -$200K – 432
2022
Q2 		$200K Hold
1,740
– – 0.09% 151
2022
Q1 		$230K Hold
1,740
– – 0.09% 155
2021
Q4 		$258K Hold
1,740
– – 0.11% 141
2021
Q3 		$251K Hold
1,740
– – 0.11% 140
2021
Q2 		$251K Sell
1,740
-35
-2% -$4.88K 0.11% 141
2021
Q1 		$240K Buy
1,775
+250
+16% +$36.2K 0.12% 136
2020
Q4 		$241K Buy
1,525
+825
+118% +$131K 0.12% 134
2020
Q3 		$114K Buy
+700
New +$116K 0.06% 167

Other funds holding TLT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Independence Bank of Kentucky's TLT Position: Q2 2026 in Review

Independence Bank of Kentucky held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 63 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Independence Bank of Kentucky first reported a position in TLT in Q3 2020 and has held it in 18 quarters since. The position peaked at $316K in Q4 2023. 473 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Independence Bank of Kentucky held 63 shares of iShares 20+ Year Treasury Bond ETF worth $5.44K as of Q2 2026.
  • Independence Bank of Kentucky left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #530 holding.
  • Independence Bank of Kentucky first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and has held it in 18 quarters since.
  • Independence Bank of Kentucky's iShares 20+ Year Treasury Bond ETF position peaked at $316K in Q4 2023.
  • 473 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.