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Key Financial Inc’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Key Financial Inc’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 		$220K Buy
2,537
+2,369
+1,410% +$208K 0.04% 278
2025
Q4 		$14.6K Buy
168
+128
+320% +$11.4K ﹤0.01% 790
2025
Q3 		$3.57K Buy
40
+22
+122% +$1.92K ﹤0.01% 1112
2025
Q2 		$1.59K Hold
18
– – ﹤0.01% 1213
2025
Q1 		$1.64K Hold
18
– – ﹤0.01% 1165
2024
Q4 		$1.57K Hold
18
– – ﹤0.01% 1178
2024
Q3 		$1.77K Hold
18
– – ﹤0.01% 1128
2024
Q2 		$1.65K Hold
18
– – ﹤0.01% 1128
2024
Q1 		$1.7K Hold
18
– – ﹤0.01% 1119
2023
Q4 		$1.78K Hold
18
– – ﹤0.01% 1114
2023
Q3 		$1.6K Buy
+18
New +$1.73K ﹤0.01% 1137

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

Key Financial Inc's TLT Position: Q1 2026 in Review

Key Financial Inc increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1,410% in Q1 2026, buying an estimated $208K and bringing the position to 2,537 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #278.

Key Financial Inc first reported a position in TLT in Q3 2023 and has held it in 11 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Key Financial Inc held 2,537 shares of iShares 20+ Year Treasury Bond ETF worth $220K as of Q1 2026.
  • Key Financial Inc bought 2,369 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $208K.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Key Financial Inc's portfolio in Q1 2026, its #278 holding.
  • Key Financial Inc first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.