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
2025 Q2	$589K	Sell
2025 Q1	$822K	Sell
2024 Q4	$3.29M	Buy
2024 Q3	$3.68M	Sell
2024 Q2	$3.81M	Buy
2024 Q1	$3.64M	Sell
2023 Q4	$4.72M	Buy
2023 Q3	$3.8M	Buy
2022 Q1	–	Sell
2021 Q4	$927K	Buy