Founders Financial Securities’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
5,960
-17,971
| -75% | -$1.59M | 0.04% | 337 |
|
|
2025
Q1 | $2.14M | Buy |
23,931
+14,202
| +146% | +$1.27M | 0.18% | 115 |
|
|
2024
Q4 | $850K | Sell |
9,729
-1,310
| -12% | -$114K | 0.08% | 204 |
|
|
2024
Q3 | $1.08M | Buy |
11,039
+4,813
| +77% | +$472K | 0.1% | 174 |
|
|
2024
Q2 | $571K | Sell |
6,226
-848
| -12% | -$77.8K | 0.05% | 262 |
|
|
2024
Q1 | $669K | Buy |
7,074
+867
| +14% | +$82K | 0.07% | 221 |
|
|
2023
Q4 | $614K | Buy |
6,207
+2,853
| +85% | +$282K | 0.07% | 221 |
|
|
2023
Q3 | $297K | Sell |
3,354
-14,982
| -82% | -$1.33M | 0.04% | 268 |
|
|
2023
Q2 | $1.89M | Buy |
18,336
+15,756
| +611% | +$1.62M | 0.25% | 81 |
|
|
2023
Q1 | $274K | Sell |
2,580
-1,214
| -32% | -$129K | 0.04% | 270 |
|
|
2022
Q4 | $378K | Buy |
3,794
+1,190
| +46% | +$118K | 0.06% | 223 |
|
|
2022
Q3 | $267K | Buy |
+2,604
| New | +$267K | 0.05% | 246 |
|
|
2022
Q1 | – | Sell |
-4,566
| Closed | -$677K | – | 282 |
|
|
2021
Q4 | $677K | Buy |
4,566
+2,151
| +89% | +$319K | 0.12% | 142 |
|
|
2021
Q3 | $349K | Buy |
+2,415
| New | +$349K | 0.07% | 201 |
|
|
2021
Q1 | – | Sell |
-1,947
| Closed | -$307K | – | 267 |
|
|
2020
Q4 | $307K | Sell |
1,947
-2,994
| -61% | -$472K | 0.07% | 168 |
|
|
2020
Q3 | $807K | Buy |
4,941
+1,160
| +31% | +$189K | 0.26% | 65 |
|
|
2020
Q2 | $620K | Sell |
3,781
-1,445
| -28% | -$237K | 0.2% | 89 |
|
|
2020
Q1 | $862K | Buy |
+5,226
| New | +$862K | 0.32% | 45 |
|
|
2016
Q3 | – | Sell |
-4,766
| Closed | -$662K | – | 96 |
|
|
2016
Q2 | $662K | Buy |
4,766
+310
| +7% | +$43.1K | 0.3% | 52 |
|
|
2016
Q1 | $582K | Buy |
+4,456
| New | +$582K | 0.27% | 50 |
|
|
2015
Q2 | – | Sell |
-2,361
| Closed | -$309K | – | 79 |
|
|
2015
Q1 | $309K | Buy |
2,361
+134
| +6% | +$17.5K | 0.16% | 48 |
|
|
2014
Q4 | $280K | Buy |
+2,227
| New | +$280K | 0.17% | 49 |
|