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

Kelly Financial 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
Q1 		– Sell
-9,260
Closed -$807K – 139
2025
Q4 		$807K Buy
9,260
+5,610
+154% +$502K 0.2% 46
2025
Q3 		$326K Sell
3,650
-676
-16% -$59.1K 0.08% 84
2025
Q2 		$382K Buy
4,326
+612
+16% +$53.4K 0.11% 72
2025
Q1 		$338K Sell
3,714
-70,748
-95% -$6.3M 0.12% 76
2024
Q4 		$6.51M Buy
74,462
+6,988
+10% +$643K 2.35% 12
2024
Q3 		$6.62M Sell
67,474
-24,658
-27% -$2.38M 2.43% 10
2024
Q2 		$8.46M Buy
92,132
+2,181
+2% +$199K 3.02% 7
2024
Q1 		$8.51M Buy
89,951
+1,297
+1% +$123K 3.26% 6
2023
Q4 		$8.77M Sell
88,654
-2,927
-3% -$264K 3.55% 5
2023
Q3 		$8.12M Buy
91,581
+83,360
+1,014% +$8.01M 3.73% 5
2023
Q2 		$846K Sell
8,221
-10,903
-57% -$1.13M 0.4% 35
2023
Q1 		$2.03M Buy
19,124
+899
+5% +$94.1K 1.03% 18
2022
Q4 		$1.81M Buy
18,225
+1,645
+10% +$166K 0.96% 18
2022
Q3 		$1.7M Buy
16,580
+794
+5% +$89.4K 0.99% 16
2022
Q2 		$1.81M Buy
15,786
+566
+4% +$66.7K 0.95% 16
2022
Q1 		$2.01M Sell
15,220
-2,554
-14% -$352K 0.91% 18
2021
Q4 		$2.63M Buy
17,774
+16,946
+2,047% +$2.5M 1.21% 13
2021
Q3 		$119K Sell
828
-88,008
-99% -$13.1M 0.07% 96
2021
Q2 		$615K Buy
88,836
+88,122
+12,342% +$12.3M 0.02% 156
2021
Q1 		$96.7K Buy
714
+98
+16% +$14.2K 0.06% 89
2020
Q4 		$97.2K Buy
616
+490
+389% +$77.8K 0.07% 75
2020
Q3 		$20.6K Buy
126
+74
+142% +$12.3K 0.01% 170
2020
Q2 		$8.52K Buy
52
+9
+21% +$1.48K 0.01% 271
2020
Q1 		$7.09K Hold
43
– – 0.01% 253
2019
Q4 		$5.83K Hold
43
– – ﹤0.01% 288
2019
Q3 		$6.15K Hold
43
– – 0.01% 274
2019
Q2 		$5.71K Hold
43
– – 0.01% 275
2019
Q1 		$5.44K Buy
+43
New +$5.23K 0.01% 281

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

Kelly Financial Services's TLT Position: Q1 2026 in Review

Kelly Financial Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 9,260 shares — an estimated $807K sold.

Kelly Financial Services first reported a position in TLT in Q1 2019 and held it in 28 quarters. The position peaked at $8.77M in Q4 2023. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Kelly Financial Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kelly Financial Services sold 9,260 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $807K.
  • Kelly Financial Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and held it in 28 quarters.
  • Kelly Financial Services's iShares 20+ Year Treasury Bond ETF position peaked at $8.77M in Q4 2023.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Kelly Financial Services's 13F filing for Q1 2026, filed 13 Apr 2026.