Foundations Investment Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Foundations Investment Advisors’s Portfolio TLH Stock Details TLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.6M	Buy	484,379 +32,687	+7%	+$3.27M	0.5%	52
2026 Q1	$45.5M	Sell	451,692 -66,715	-13%	-$6.81M	0.56%	46
2025 Q4	$52.7M	Sell	518,407 -47,422	-8%	-$4.89M	0.69%	41
2025 Q3	$58.3M	Buy	565,829 +62,427	+12%	+$6.31M	0.85%	27
2025 Q2	$51.1M	Buy	503,402 +149,305	+42%	+$15M	0.81%	28
2025 Q1	$36.7M	Buy	354,097 +303,405	+599%	+$30.8M	0.68%	34
2024 Q4	$5.05M	Buy	50,692 +5,337	+12%	+$552K	0.1%	189
2024 Q3	$4.96M	Buy	45,355 +4,253	+10%	+$456K	0.1%	165
2024 Q2	$4.22M	Buy	41,102 +4,726	+13%	+$481K	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%	+$2.82M	0.1%	153
2023 Q3	$541K	Sell	5,497 -74,698	-93%	-$7.85M	0.02%	369
2023 Q2	$8.88M	Buy	80,195 +8,334	+12%	+$934K	0.29%	63
2023 Q1	$8.23M	Buy	71,861 +27,905	+63%	+$3.14M	0.29%	55
2022 Q4	$4.76M	Buy	43,956 +15,759	+56%	+$1.71M	0.19%	69
2022 Q3	$3.07M	Buy	28,197 +14,486	+106%	+$1.71M	0.13%	70
2022 Q2	$1.65M	Buy	+13,711	New	+$1.68M	0.07%	109
2019 Q1	–	Sell	-2,617	Closed	-$348K	–	121
2018 Q4	$348K	Buy	+2,617	New	+$336K	0.07%	78

Other funds holding TLH

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Foundations Investment Advisors's TLH Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 7.2% in Q2 2026, buying an estimated $3.27M and bringing the position to 484,379 shares worth $48.6M. The position accounts for 0.5% of the portfolio, ranked #52.

Foundations Investment Advisors first reported a position in TLH in Q4 2018 and has held it in 18 quarters since. The position peaked at $58.3M in Q3 2025. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Foundations Investment Advisors held 484,379 shares of iShares 10-20 Year Treasury Bond ETF worth $48.6M as of Q2 2026.
Foundations Investment Advisors bought 32,687 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.27M.
iShares 10-20 Year Treasury Bond ETF made up 0.5% of Foundations Investment Advisors's portfolio in Q2 2026, its #52 holding.
Foundations Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2018 and has held it in 18 quarters since.
Foundations Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $58.3M in Q3 2025.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.