TLT BOND FUND ETF

Ownership history in INTERACTIVE FINANCIAL ADVISORS, INC.  ·  74 quarters on record

This page tracks every 13F SEC filing in which INTERACTIVE FINANCIAL ADVISORS, INC. reported a position in BOND FUND ETF (TLT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.85% (2020 Q1)
Avg. % of fund
1.17%
First filed
2007 Q3
Last filed
2025 Q4
Quarters held
74
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 79,010 -1,123 -1.4% 4.45% $6.9M $86.54
2025 Q3 REDUCED 80,133 -52 -0.1% 3.87% $7.2M $87.45
2025 Q2 ADDED 80,185 +8,237 +11.4% 3.45% $7.1M $85.39
2025 Q1 ADDED 71,948 +6,640 +10.2% 3.46% $6.5M $87.11
2024 Q4 REDUCED 65,308 -6,952 -9.6% 2.99% $5.7M $83.01
2024 Q3 ADDED 72,260 +66,729 +1206.5% 3.65% $7.1M $91.96
2024 Q2 ADDED 5,531 +26 +0.5% 0.28% $508K $85.20
2024 Q1 REDUCED 5,505 -32,386 -85.5% 0.29% $521K $86.95
2023 Q4 ADDED 37,891 +32,822 +647.5% 2.36% $4.4M $90.29
2023 Q3 REDUCED 5,069 -12,246 -70.7% 0.30% $450K $79.94
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% of Fund (quarterly)    TLT price (monthly, adj. close)
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