KFGK
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Keystone Financial Group (Kentucky)’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio TLH Stock Details TLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$528K Buy
5,257
+2,619
+99% +$262K 0.03% 319
2026
Q1 		$266K Buy
+2,638
New +$269K 0.02% 422

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s TLH Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 99% in Q2 2026, buying an estimated $262K and bringing the position to 5,257 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #319.

Keystone Financial Group (Kentucky) first reported a position in TLH in Q1 2026 and has held it in 2 quarters since. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 5,257 shares of iShares 10-20 Year Treasury Bond ETF worth $528K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 2,619 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $262K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #319 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.