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 Q2	–	Sell	-2,537	Closed	-$220K	–	1447
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 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Key Financial Inc's TLT Position: Q2 2026 in Review

Key Financial Inc sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 2,537 shares — an estimated $220K sold.

Key Financial Inc first reported a position in TLT in Q3 2023 and held it in 11 quarters. The position peaked at $220K in Q1 2026. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Key Financial Inc reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 2,537 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $220K.
Key Financial Inc first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 11 quarters.
Key Financial Inc's iShares 20+ Year Treasury Bond ETF position peaked at $220K in Q1 2026.
1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.