Keystone Wealth Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Keystone Wealth Services’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
2024 Q4	–	Sell	-19,143	Closed	-$1.88M	–	265
2024 Q3	$1.88M	Sell	19,143 -90	-0.5%	-$8.68K	0.52%	42
2024 Q2	$1.77M	Sell	19,233 -30	-0.2%	-$2.73K	0.55%	44
2024 Q1	$1.82M	Buy	19,263 +1,070	+6%	+$101K	0.59%	42
2023 Q4	$1.8M	Buy	+18,193	New	+$1.64M	0.62%	39
2022 Q2	–	Sell	-1,695	Closed	-$224K	–	187
2022 Q1	$224K	Buy	+1,695	New	+$234K	0.09%	164

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Keystone Wealth Services's TLT Position: Q4 2024 in Review

Keystone Wealth Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2024, closing a stake of 19,143 shares — an estimated $1.88M sold.

Keystone Wealth Services first reported a position in TLT in Q1 2022 and held it in 5 quarters. The position peaked at $1.88M in Q3 2024. 1,225 funds tracked by Wall St. Rank hold TLT as of Q4 2024.

Keystone Wealth Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Keystone Wealth Services sold 19,143 iShares 20+ Year Treasury Bond ETF shares in Q4 2024, an estimated $1.88M.
Keystone Wealth Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and held it in 5 quarters.
Keystone Wealth Services's iShares 20+ Year Treasury Bond ETF position peaked at $1.88M in Q3 2024.
1,225 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2024.

Based on Keystone Wealth Services's 13F filing for Q4 2024, filed 6 Feb 2025.