KFS
Kelly Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Buy |
4,326
+612
| +16% | +$54K | 0.11% | 72 |
|
|
2025
Q1 | $338K | Sell |
3,714
-70,748
| -95% | -$6.44M | 0.12% | 76 |
|
|
2024
Q4 | $6.51M | Buy |
74,462
+6,988
| +10% | +$610K | 2.35% | 12 |
|
|
2024
Q3 | $6.62M | Sell |
67,474
-24,658
| -27% | -$2.42M | 2.43% | 10 |
|
|
2024
Q2 | $8.46M | Buy |
92,132
+2,181
| +2% | +$200K | 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% | -$289K | 3.55% | 5 |
|
|
2023
Q3 | $8.12M | Buy |
91,581
+83,360
| +1,014% | +$7.39M | 3.73% | 5 |
|
|
2023
Q2 | $846K | Sell |
8,221
-10,903
| -57% | -$1.12M | 0.4% | 35 |
|
|
2023
Q1 | $2.03M | Buy |
19,124
+899
| +5% | +$95.6K | 1.03% | 18 |
|
|
2022
Q4 | $1.81M | Buy |
18,225
+1,645
| +10% | +$164K | 0.96% | 18 |
|
|
2022
Q3 | $1.7M | Buy |
16,580
+794
| +5% | +$81.3K | 0.99% | 16 |
|
|
2022
Q2 | $1.81M | Buy |
15,786
+566
| +4% | +$65K | 0.95% | 16 |
|
|
2022
Q1 | $2.01M | Sell |
15,220
-2,554
| -14% | -$337K | 0.91% | 18 |
|
|
2021
Q4 | $2.63M | Buy |
17,774
+16,946
| +2,047% | +$2.51M | 1.21% | 13 |
|
|
2021
Q3 | $119K | Sell |
828
-88,008
| -99% | -$12.7M | 0.07% | 96 |
|
|
2021
Q2 | $615K | Buy |
88,836
+88,122
| +12,342% | +$610K | 0.02% | 156 |
|
|
2021
Q1 | $96.7K | Buy |
714
+98
| +16% | +$13.3K | 0.06% | 89 |
|
|
2020
Q4 | $97.2K | Buy |
616
+490
| +389% | +$77.3K | 0.07% | 75 |
|
|
2020
Q3 | $20.6K | Buy |
126
+74
| +142% | +$12.1K | 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 | +$5.44K | 0.01% | 281 |
|