Keystone Financial Group (Kentucky)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Keystone Financial Group (Kentucky)’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	$510K	Sell	5,886 -16	-0.3%	-$1.41K	0.03%	291
2025 Q4	$514K	Sell	5,902 -1,046	-15%	-$93.5K	0.04%	259
2025 Q3	$621K	Sell	6,948 -599	-8%	-$52.4K	0.05%	213
2025 Q2	$666K	Buy	7,547 +625	+9%	+$54.5K	0.06%	197
2025 Q1	$630K	Buy	6,922 +828	+14%	+$73.7K	0.06%	186
2024 Q4	$532K	Buy	6,094 +2,303	+61%	+$212K	0.05%	204
2024 Q3	$372K	Buy	+3,791	New	+$366K	0.05%	243
2021 Q1	–	Sell	-1,488	Closed	-$235K	–	292
2020 Q4	$235K	Sell	1,488 -10	-0.7%	-$1.59K	0.05%	238
2020 Q3	$245K	Sell	1,498 -25	-2%	-$4.15K	0.06%	205
2020 Q2	$250K	Buy	+1,523	New	+$251K	0.07%	189

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s TLT Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.27% in Q1 2026, selling an estimated $1.41K and leaving 5,886 shares worth $510K. The position accounts for 0.03% of the portfolio, ranked #291.

Keystone Financial Group (Kentucky) first reported a position in TLT in Q2 2020 and has held it in 10 quarters since. The position peaked at $666K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Keystone Financial Group (Kentucky) held 5,886 shares of iShares 20+ Year Treasury Bond ETF worth $510K as of Q1 2026.
Keystone Financial Group (Kentucky) sold 16 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.41K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #291 holding.
Keystone Financial Group (Kentucky) first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and has held it in 10 quarters since.
Keystone Financial Group (Kentucky)'s iShares 20+ Year Treasury Bond ETF position peaked at $666K in Q2 2025.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.