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Kestra Private Wealth Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Kestra Private Wealth 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
Q2 		$23.4M Sell
270,812
-15,376
-5% -$1.32M 0.26% 83
2026
Q1 		$24.8M Sell
286,188
-2,706
-0.9% -$238K 0.31% 63
2025
Q4 		$25.2M Buy
288,894
+38,042
+15% +$3.4M 0.31% 62
2025
Q3 		$22.4M Buy
250,852
+29,968
+14% +$2.62M 0.29% 68
2025
Q2 		$19.5M Buy
220,884
+25,591
+13% +$2.23M 0.28% 71
2025
Q1 		$17.8M Sell
195,293
-30,196
-13% -$2.69M 0.3% 70
2024
Q4 		$19.7M Sell
225,489
-63,683
-22% -$5.86M 0.33% 59
2024
Q3 		$28.4M Buy
289,172
+88,586
+44% +$8.54M 0.52% 32
2024
Q2 		$18.4M Sell
200,586
-26,451
-12% -$2.41M 0.37% 50
2024
Q1 		$21.5M Buy
227,037
+12,695
+6% +$1.2M 0.48% 39
2023
Q4 		$21.2M Buy
214,342
+17,877
+9% +$1.62M 0.54% 31
2023
Q3 		$17.4M Buy
196,465
+53,860
+38% +$5.18M 0.55% 35
2023
Q2 		$14.7M Buy
142,605
+17,757
+14% +$1.84M 0.5% 41
2023
Q1 		$13.3M Buy
124,848
+40,081
+47% +$4.19M 0.53% 38
2022
Q4 		$8.44M Buy
84,767
+63,692
+302% +$6.42M 0.43% 60
2022
Q3 		$2.16M Sell
21,075
-2,667
-11% -$300K 0.13% 189
2022
Q2 		$2.73M Sell
23,742
-55,423
-70% -$6.53M 0.16% 156
2022
Q1 		$10.5M Sell
79,165
-3,680
-4% -$508K 0.52% 33
2021
Q4 		$12.3M Buy
82,845
+8,166
+11% +$1.2M 0.59% 26
2021
Q3 		$10.8M Buy
+74,679
New +$11.1M 0.6% 27
2020
Q4 		– Sell
-11,075
Closed -$1.81M – 778
2020
Q3 		$1.81M Buy
+11,075
New +$1.84M 0.16% 147

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kestra Private Wealth Services's TLT Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.4% in Q2 2026, selling an estimated $1.32M and leaving 270,812 shares worth $23.4M. The position accounts for 0.26% of the portfolio, ranked #83.

Kestra Private Wealth Services first reported a position in TLT in Q3 2020 and has held it in 21 quarters since. The position peaked at $28.4M in Q3 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Kestra Private Wealth Services held 270,812 shares of iShares 20+ Year Treasury Bond ETF worth $23.4M as of Q2 2026.
  • Kestra Private Wealth Services sold 15,376 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.32M.
  • iShares 20+ Year Treasury Bond ETF made up 0.26% of Kestra Private Wealth Services's portfolio in Q2 2026, its #83 holding.
  • Kestra Private Wealth Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and has held it in 21 quarters since.
  • Kestra Private Wealth Services's iShares 20+ Year Treasury Bond ETF position peaked at $28.4M in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.