Keystone Financial Services (Colorado)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $568K | Sell |
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2025
Q2 | $589K | Sell |
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2025
Q1 | $822K | Sell |
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|
2024
Q4 | $3.29M | Buy |
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|
2024
Q3 | $3.68M | Sell |
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|
2024
Q2 | $3.81M | Buy |
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|
2024
Q1 | $3.64M | Sell |
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|
2023
Q4 | $4.72M | Buy |
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|
2023
Q3 | $3.8M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $927K | Buy |
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