Foundations Investment Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 50,692 shares of TLH stock, worth $5.23 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

50,692

Previous 45,355 11.77%

Holding current value

$5.23 Million

Previous $4.96 Million 1.75%

% of portfolio

0.1%

Previous 0.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$99.04 - $109.59 $528,576 - $584,881	5,337 Added 11.77%	50,692 $5.05 Million
Q3 2024 Oct 21, 2024	BUY	$100.75 - $111.62 $428,489 - $474,719	4,253 Added 10.35%	45,355 $4.96 Million
Q2 2024 Aug 02, 2024	BUY	$98.66 - $105.11 $466,267 - $496,749	4,726 Added 12.99%	41,102 $4.22 Million
Q1 2024 May 13, 2024	BUY	$102.54 - $108.16 $278,601 - $293,870	2,717 Added 8.07%	36,376 $3.82 Million
Q4 2023 Feb 08, 2024	BUY	$93.11 - $109.52 $2.62 Million - $3.08 Million	28,162 Added 512.32%	33,659 $3.64 Million
Q3 2023 Oct 05, 2023	SELL	$98.33 - $111.05 $7.35 Million - $8.3 Million	-74,698 Reduced 93.15%	5,497 $541,000
Q2 2023 Jul 19, 2023	BUY	$108.81 - $116.4 $906,822 - $970,077	8,334 Added 11.6%	80,195 $8.88 Million
Q1 2023 Apr 25, 2023	BUY	$106.93 - $116.34 $2.98 Million - $3.25 Million	27,905 Added 63.48%	71,861 $8.23 Million
Q4 2022 Jan 11, 2023	BUY	$101.35 - $115.41 $1.6 Million - $1.82 Million	15,759 Added 55.89%	43,956 $0
Q3 2022 Oct 19, 2022	BUY	$107.15 - $125.14 $1.55 Million - $1.81 Million	14,486 Added 105.65%	28,197 $3.07 Million
Q2 2022 Jul 08, 2022	BUY	$114.64 - $134.55 $1.57 Million - $1.84 Million	13,711 New	13,711 $1.65 Million
Q1 2019 Apr 08, 2019	SELL	$131.85 - $137.88 $345,051 - $360,831	-2,617 Closed	0 $0
Q4 2018 Feb 11, 2019	BUY	$125.72 - $133.51 $329,009 - $349,395	2,617 New	2,617 $348,000

Others Institutions Holding TLH

# of Institutions

528

Shares Held

68.3M

Call Options Held

50K

Put Options Held

36K

View Full List

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
Sector ETFs
Industry ETFs

More about TLH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Account

Foundations Investment Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History