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Keebeck Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Keebeck Wealth Management’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
Q1 		$719K Sell
8,296
-3,542
-30% -$311K 0.08% 187
2025
Q4 		$1.03M Buy
11,838
+3,609
+44% +$323K 0.12% 150
2025
Q3 		$735K Sell
8,229
-1,154
-12% -$101K 0.09% 168
2025
Q2 		$828K Buy
9,383
+2,395
+34% +$209K 0.11% 150
2025
Q1 		$636K Sell
6,988
-12,024
-63% -$1.07M 0.09% 153
2024
Q4 		$1.66M Buy
19,012
+2,727
+17% +$251K 0.24% 100
2024
Q3 		$1.6M Sell
16,285
-991
-6% -$95.6K 0.23% 104
2024
Q2 		$1.59M Buy
17,276
+2,951
+21% +$269K 0.23% 107
2024
Q1 		$1.36M Buy
14,325
+472
+3% +$44.6K 0.2% 121
2023
Q4 		$1.37M Buy
13,853
+179
+1% +$16.2K 0.23% 108
2023
Q3 		$1.21M Buy
13,674
+7,697
+129% +$740K 0.21% 111
2023
Q2 		$615K Sell
5,977
-3,558
-37% -$369K 0.08% 161
2023
Q1 		$1.01M Buy
9,535
+3,970
+71% +$415K 0.16% 114
2022
Q4 		$554K Sell
5,565
-1,124
-17% -$113K 0.1% 145
2022
Q3 		$685K Buy
+6,689
New +$753K 0.13% 125

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Keebeck Wealth Management's TLT Position: Q1 2026 in Review

Keebeck Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 30% in Q1 2026, selling an estimated $311K and leaving 8,296 shares worth $719K. The position accounts for 0.08% of the portfolio, ranked #187.

Keebeck Wealth Management first reported a position in TLT in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.66M in Q4 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Keebeck Wealth Management held 8,296 shares of iShares 20+ Year Treasury Bond ETF worth $719K as of Q1 2026.
  • Keebeck Wealth Management sold 3,542 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $311K.
  • iShares 20+ Year Treasury Bond ETF made up 0.08% of Keebeck Wealth Management's portfolio in Q1 2026, its #187 holding.
  • Keebeck Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Keebeck Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.66M in Q4 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.