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Foundations Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Foundations Investment Advisors’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
2026
Q2 		$4.18M Buy
48,351
+32,440
+204% +$2.79M 0.04% 281
2026
Q1 		$1.38M Sell
15,911
-37,451
-70% -$3.29M 0.02% 445
2025
Q4 		$4.65M Sell
53,362
-55,207
-51% -$4.94M 0.06% 232
2025
Q3 		$9.7M Sell
108,569
-154,629
-59% -$13.5M 0.14% 143
2025
Q2 		$23.2M Buy
263,198
+24,403
+10% +$2.13M 0.37% 66
2025
Q1 		$21.7M Sell
238,795
-180,870
-43% -$16.1M 0.4% 63
2024
Q4 		$36.6M Buy
419,665
+41,364
+11% +$3.81M 0.71% 35
2024
Q3 		$37.1M Buy
378,301
+12,766
+3% +$1.23M 0.78% 30
2024
Q2 		$33.5M Buy
365,535
+72,926
+25% +$6.64M 0.81% 28
2024
Q1 		$27.7M Sell
292,609
-4,080
-1% -$386K 0.72% 32
2023
Q4 		$29.1M Buy
296,689
+190,854
+180% +$17.2M 0.78% 27
2023
Q3 		$9.39M Buy
105,835
+90,696
+599% +$8.72M 0.29% 67
2023
Q2 		$1.56M Sell
15,139
-2,474
-14% -$257K 0.05% 217
2023
Q1 		$1.87M Sell
17,613
-680
-4% -$71.1K 0.07% 177
2022
Q4 		$1.82M Buy
18,293
+2,419
+15% +$244K 0.07% 138
2022
Q3 		$1.63M Buy
15,874
+11,464
+260% +$1.29M 0.07% 116
2022
Q2 		$506K Buy
4,410
+644
+17% +$75.8K 0.02% 226
2022
Q1 		$455K Sell
3,766
-269
-7% -$37.1K 0.02% 209
2021
Q4 		$577K Buy
4,035
+1,016
+34% +$150K 0.02% 184
2021
Q3 		$434K Sell
3,019
-13,344
-82% -$1.98M 0.02% 204
2021
Q2 		$2.4M Buy
16,363
+374
+2% +$52.2K 0.12% 67
2021
Q1 		$2.19M Sell
15,989
-282,208
-95% -$40.9M 0.13% 59
2020
Q4 		$45.1M Buy
298,197
+285,499
+2,248% +$45.3M 2.97% 6
2020
Q3 		$2.07M Sell
12,698
-4,868
-28% -$807K 0.45% 34
2020
Q2 		$2.87M Sell
17,566
-708,133
-98% -$117M 0.25% 34
2020
Q1 		$121M Buy
725,699
+247,454
+52% +$36.9M 14.05% 3
2019
Q4 		$66.2M Buy
478,245
+170,086
+55% +$23.7M 8.13% 4
2019
Q3 		$44.7M Buy
308,159
+188,051
+157% +$26.1M 5.86% 7
2019
Q2 		$16.1M Sell
120,108
-93,951
-44% -$11.9M 2.42% 15
2019
Q1 		$27.1M Buy
214,059
+157,694
+280% +$19.2M 4.7% 11
2018
Q4 		$6.82M Sell
56,365
-6,357
-10% -$736K 1.44% 14
2018
Q3 		$7.36M Buy
62,722
+27,026
+76% +$3.24M 1.79% 15
2018
Q2 		$4.34M Buy
+35,696
New +$4.27M 1.16% 17

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Foundations Investment Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 204% in Q2 2026, buying an estimated $2.79M and bringing the position to 48,351 shares worth $4.18M. The position accounts for 0.04% of the portfolio, ranked #281.

Foundations Investment Advisors first reported a position in TLT in Q2 2018 and has held it in 33 quarters since. The position peaked at $121M in Q1 2020. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Foundations Investment Advisors held 48,351 shares of iShares 20+ Year Treasury Bond ETF worth $4.18M as of Q2 2026.
  • Foundations Investment Advisors bought 32,440 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.79M.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Foundations Investment Advisors's portfolio in Q2 2026, its #281 holding.
  • Foundations Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2018 and has held it in 33 quarters since.
  • Foundations Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $121M in Q1 2020.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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