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 Q2	$507K	Sell	5,864 -22	-0.4%	-$1.89K	0.03%	324
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 $1.55T 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

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

Keystone Financial Group (Kentucky) reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.37% in Q2 2026, selling an estimated $1.89K and leaving 5,864 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #324.

Keystone Financial Group (Kentucky) first reported a position in TLT in Q2 2020 and has held it in 11 quarters since. The position peaked at $666K in Q2 2025. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Keystone Financial Group (Kentucky) held 5,864 shares of iShares 20+ Year Treasury Bond ETF worth $507K as of Q2 2026.
Keystone Financial Group (Kentucky) sold 22 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.89K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #324 holding.
Keystone Financial Group (Kentucky) first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and has held it in 11 quarters since.
Keystone Financial Group (Kentucky)'s iShares 20+ Year Treasury Bond ETF position peaked at $666K in Q2 2025.
1,049 funds tracked by Wall St. Rank held iShares 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.