Keystone Financial Group (Kentucky)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
7,547
+625
| +9% | +$55.2K | 0.06% | 197 |
|
|
2025
Q1 | $630K | Buy |
6,922
+828
| +14% | +$75.3K | 0.06% | 186 |
|
|
2024
Q4 | $532K | Buy |
6,094
+2,303
| +61% | +$201K | 0.05% | 204 |
|
|
2024
Q3 | $372K | Buy |
+3,791
| New | +$372K | 0.05% | 243 |
|
|
2021
Q1 | – | Sell |
-1,488
| Closed | -$235K | – | 292 |
|
|
2020
Q4 | $235K | Sell |
1,488
-10
| -0.7% | -$1.58K | 0.05% | 238 |
|
|
2020
Q3 | $245K | Sell |
1,498
-25
| -2% | -$4.09K | 0.06% | 205 |
|
|
2020
Q2 | $250K | Buy |
+1,523
| New | +$250K | 0.07% | 189 |
|