Keeler & Nadler Financial Planning & Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Keeler & Nadler Financial Planning & 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
2025 Q4	–	Sell	-4,370	Closed	-$391K	–	81
2025 Q3	$391K	Sell	4,370 -7,181	-62%	-$628K	0.14%	53
2025 Q2	$1.02M	Sell	11,551 -6,018	-34%	-$525K	0.41%	39
2025 Q1	$1.58M	Sell	17,569 -9,897	-36%	-$881K	0.71%	27
2024 Q4	$2.4M	Sell	27,466 -1,939	-7%	-$178K	1.12%	21
2024 Q3	$2.88M	Buy	29,405 +7,859	+36%	+$758K	1.41%	18
2024 Q2	$1.98M	Buy	21,546 +8,539	+66%	+$778K	1.09%	23
2024 Q1	$1.23M	Buy	+13,007	New	+$1.23M	0.74%	29

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's TLT Position: Q4 2025 in Review

Keeler & Nadler Financial Planning & Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 4,370 shares — an estimated $391K sold.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in TLT in Q1 2024 and held it in 7 quarters. The position peaked at $2.88M in Q3 2024. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

Keeler & Nadler Financial Planning & Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Keeler & Nadler Financial Planning & Wealth Management sold 4,370 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $391K.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and held it in 7 quarters.
Keeler & Nadler Financial Planning & Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.88M in Q3 2024.
1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.