Kestra Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Kestra Investment 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	–	Sell	-4,658	Closed	-$406K	–	504
2025 Q4	$406K	Buy	4,658 +100	+2%	+$8.94K	0.01%	313
2025 Q3	$407K	Buy	4,558 +283	+7%	+$24.8K	0.01%	308
2025 Q2	$377K	Sell	4,275 -199	-4%	-$17.4K	0.01%	324
2025 Q1	$407K	Buy	4,474 +1,357	+44%	+$121K	0.01%	292
2024 Q4	$272K	Buy	3,117 +402	+15%	+$37K	0.01%	316
2024 Q3	$266K	Buy	+2,715	New	+$262K	0.01%	286

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kestra Investment Management's TLT Position: Q1 2026 in Review

Kestra Investment Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 4,658 shares — an estimated $406K sold.

Kestra Investment Management first reported a position in TLT in Q3 2024 and held it in 6 quarters. The position peaked at $407K in Q3 2025. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Kestra Investment Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Kestra Investment Management sold 4,658 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $406K.
Kestra Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and held it in 6 quarters.
Kestra Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $407K in Q3 2025.
1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.