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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
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 $1.37T 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

Kestra Private Wealth Services's TLT Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.94% in Q1 2026, selling an estimated $238K and leaving 286,188 shares worth $24.8M. The position accounts for 0.31% of the portfolio, ranked #63.

Kestra Private Wealth Services first reported a position in TLT in Q3 2020 and has held it in 20 quarters since. The position peaked at $28.4M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Kestra Private Wealth Services held 286,188 shares of iShares 20+ Year Treasury Bond ETF worth $24.8M as of Q1 2026.
  • Kestra Private Wealth Services sold 2,706 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $238K.
  • iShares 20+ Year Treasury Bond ETF made up 0.31% of Kestra Private Wealth Services's portfolio in Q1 2026, its #63 holding.
  • Kestra Private Wealth Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and has held it in 20 quarters since.
  • Kestra Private Wealth Services's iShares 20+ Year Treasury Bond ETF position peaked at $28.4M in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.