Foundations Investment Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.1M | Buy |
503,402
+149,305
| +42% | +$15.2M | 0.81% | 28 |
|
|
2025
Q1 | $36.7M | Buy |
354,097
+303,405
| +599% | +$31.5M | 0.68% | 34 |
|
|
2024
Q4 | $5.05M | Buy |
50,692
+5,337
| +12% | +$531K | 0.1% | 189 |
|
|
2024
Q3 | $4.96M | Buy |
45,355
+4,253
| +10% | +$465K | 0.1% | 165 |
|
|
2024
Q2 | $4.22M | Buy |
41,102
+4,726
| +13% | +$485K | 0.1% | 158 |
|
|
2024
Q1 | $3.82M | Buy |
36,376
+2,717
| +8% | +$285K | 0.1% | 160 |
|
|
2023
Q4 | $3.64M | Buy |
33,659
+28,162
| +512% | +$3.05M | 0.1% | 153 |
|
|
2023
Q3 | $541K | Sell |
5,497
-74,698
| -93% | -$7.35M | 0.02% | 369 |
|
|
2023
Q2 | $8.88M | Buy |
80,195
+8,334
| +12% | +$923K | 0.29% | 63 |
|
|
2023
Q1 | $8.23M | Buy |
71,861
+27,905
| +63% | +$3.2M | 0.29% | 55 |
|
|
2022
Q4 | $4.76M | Buy |
43,956
+15,759
| +56% | +$1.7M | 0.19% | 69 |
|
|
2022
Q3 | $3.07M | Buy |
28,197
+14,486
| +106% | +$1.58M | 0.13% | 70 |
|
|
2022
Q2 | $1.65M | Buy |
+13,711
| New | +$1.65M | 0.07% | 109 |
|
|
2019
Q1 | – | Sell |
-2,617
| Closed | -$348K | – | 121 |
|
|
2018
Q4 | $348K | Buy |
+2,617
| New | +$348K | 0.07% | 78 |
|