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

Keystone Financial Services (Colorado)’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	$517K	Buy	5,979 +397	+7%	+$34.1K	0.13%	70
2026 Q1	$484K	Sell	5,582 -416	-7%	-$36.6K	0.14%	68
2025 Q4	$523K	Sell	5,998 -353	-6%	-$31.6K	0.16%	68
2025 Q3	$568K	Sell	6,351 -320	-5%	-$28K	0.18%	64
2025 Q2	$589K	Sell	6,671 -2,359	-26%	-$206K	0.2%	59
2025 Q1	$822K	Sell	9,030 -28,629	-76%	-$2.55M	0.31%	43
2024 Q4	$3.29M	Buy	37,659 +184	+0.5%	+$16.9K	1.26%	14
2024 Q3	$3.68M	Sell	37,475 -4,035	-10%	-$389K	1.43%	12
2024 Q2	$3.81M	Buy	41,510 +3,026	+8%	+$276K	1.58%	13
2024 Q1	$3.64M	Sell	38,484 -9,253	-19%	-$875K	1.59%	12
2023 Q4	$4.72M	Buy	47,737 +4,892	+11%	+$442K	2.23%	12
2023 Q3	$3.8M	Buy	+42,845	New	+$4.12M	2.01%	10
2022 Q1	–	Sell	-6,254	Closed	-$927K	–	87
2021 Q4	$927K	Buy	+6,254	New	+$922K	0.48%	27

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 Services (Colorado)'s TLT Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 7.1% in Q2 2026, buying an estimated $34.1K and bringing the position to 5,979 shares worth $517K. The position accounts for 0.13% of the portfolio, ranked #70.

Keystone Financial Services (Colorado) first reported a position in TLT in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.72M in Q4 2023. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Keystone Financial Services (Colorado) held 5,979 shares of iShares 20+ Year Treasury Bond ETF worth $517K as of Q2 2026.
Keystone Financial Services (Colorado) bought 397 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $34.1K.
iShares 20+ Year Treasury Bond ETF made up 0.13% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #70 holding.
Keystone Financial Services (Colorado) first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 13 quarters since.
Keystone Financial Services (Colorado)'s iShares 20+ Year Treasury Bond ETF position peaked at $4.72M in Q4 2023.
1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.