Keystone Financial Services (Colorado)’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 | $589K | Sell |
6,671
-2,359
| -26% | -$208K | 0.2% | 59 |
|
|
2025
Q1 | $822K | Sell |
9,030
-28,629
| -76% | -$2.61M | 0.31% | 43 |
|
|
2024
Q4 | $3.29M | Buy |
37,659
+184
| +0.5% | +$16.1K | 1.26% | 14 |
|
|
2024
Q3 | $3.68M | Sell |
37,475
-4,035
| -10% | -$396K | 1.43% | 12 |
|
|
2024
Q2 | $3.81M | Buy |
41,510
+3,026
| +8% | +$278K | 1.58% | 13 |
|
|
2024
Q1 | $3.64M | Sell |
38,484
-9,253
| -19% | -$876K | 1.59% | 12 |
|
|
2023
Q4 | $4.72M | Buy |
47,737
+4,892
| +11% | +$484K | 2.23% | 12 |
|
|
2023
Q3 | $3.8M | Buy |
+42,845
| New | +$3.8M | 2.01% | 10 |
|
|
2022
Q1 | – | Sell |
-6,254
| Closed | -$927K | – | 87 |
|
|
2021
Q4 | $927K | Buy |
+6,254
| New | +$927K | 0.48% | 27 |
|