FIA
Foundations Investment Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Buy |
263,198
+24,403
| +10% | +$2.15M | 0.37% | 66 |
|
|
2025
Q1 | $21.7M | Sell |
238,795
-180,870
| -43% | -$16.5M | 0.4% | 63 |
|
|
2024
Q4 | $36.6M | Buy |
419,665
+41,364
| +11% | +$3.61M | 0.71% | 35 |
|
|
2024
Q3 | $37.1M | Buy |
378,301
+12,766
| +3% | +$1.25M | 0.78% | 30 |
|
|
2024
Q2 | $33.5M | Buy |
365,535
+72,926
| +25% | +$6.69M | 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% | +$18.7M | 0.78% | 27 |
|
|
2023
Q3 | $9.39M | Buy |
105,835
+90,696
| +599% | +$8.04M | 0.29% | 67 |
|
|
2023
Q2 | $1.56M | Sell |
15,139
-2,474
| -14% | -$255K | 0.05% | 217 |
|
|
2023
Q1 | $1.87M | Sell |
17,613
-680
| -4% | -$72.3K | 0.07% | 177 |
|
|
2022
Q4 | $1.82M | Buy |
18,293
+2,419
| +15% | +$241K | 0.07% | 138 |
|
|
2022
Q3 | $1.63M | Buy |
15,874
+11,464
| +260% | +$1.17M | 0.07% | 116 |
|
|
2022
Q2 | $506K | Buy |
4,410
+644
| +17% | +$73.9K | 0.02% | 226 |
|
|
2022
Q1 | $455K | Sell |
3,766
-269
| -7% | -$32.5K | 0.02% | 209 |
|
|
2021
Q4 | $577K | Buy |
4,035
+1,016
| +34% | +$145K | 0.02% | 184 |
|
|
2021
Q3 | $434K | Sell |
3,019
-13,344
| -82% | -$1.92M | 0.02% | 204 |
|
|
2021
Q2 | $2.4M | Buy |
16,363
+374
| +2% | +$54.8K | 0.12% | 67 |
|
|
2021
Q1 | $2.19M | Sell |
15,989
-282,208
| -95% | -$38.6M | 0.13% | 59 |
|
|
2020
Q4 | $45.1M | Buy |
298,197
+285,499
| +2,248% | +$43.2M | 2.97% | 6 |
|
|
2020
Q3 | $2.07M | Sell |
12,698
-4,868
| -28% | -$792K | 0.45% | 34 |
|
|
2020
Q2 | $2.87M | Sell |
17,566
-708,133
| -98% | -$116M | 0.25% | 34 |
|
|
2020
Q1 | $121M | Buy |
725,699
+247,454
| +52% | +$41.3M | 14.05% | 3 |
|
|
2019
Q4 | $66.2M | Buy |
478,245
+170,086
| +55% | +$23.5M | 8.13% | 4 |
|
|
2019
Q3 | $44.7M | Buy |
308,159
+188,051
| +157% | +$27.3M | 5.86% | 7 |
|
|
2019
Q2 | $16.1M | Sell |
120,108
-93,951
| -44% | -$12.6M | 2.42% | 15 |
|
|
2019
Q1 | $27.1M | Buy |
214,059
+157,694
| +280% | +$19.9M | 4.7% | 11 |
|
|
2018
Q4 | $6.82M | Sell |
56,365
-6,357
| -10% | -$769K | 1.44% | 14 |
|
|
2018
Q3 | $7.36M | Buy |
62,722
+27,026
| +76% | +$3.17M | 1.79% | 15 |
|
|
2018
Q2 | $4.35M | Buy |
+35,696
| New | +$4.35M | 1.16% | 17 |
|