Keating Financial Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Keating Financial Advisory Services’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	$86.1K	Sell	996 -97	-9%	-$8.33K	0.01%	544
2026 Q1	$94.8K	Sell	1,093 -15,368	-93%	-$1.35M	0.02%	469
2025 Q4	$1.43M	Buy	+16,461	New	+$1.47M	0.19%	93

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Keating Financial Advisory Services's TLT Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.9% in Q2 2026, selling an estimated $8.33K and leaving 996 shares worth $86.1K. The position accounts for 0.01% of the portfolio, ranked #544.

Keating Financial Advisory Services first reported a position in TLT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.43M in Q4 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Keating Financial Advisory Services held 996 shares of iShares 20+ Year Treasury Bond ETF worth $86.1K as of Q2 2026.
Keating Financial Advisory Services sold 97 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $8.33K.
iShares 20+ Year Treasury Bond ETF made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #544 holding.
Keating Financial Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Keating Financial Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $1.43M in Q4 2025.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.