Forum Financial Management, LP TLH Holdings History
Forum Financial Management, LP's iShares 10-20 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Forum Financial Management, LP held 7.65 Mil shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling $794.01 Mil. This investment constitutes 13.14% of their stock portfolio, and Forum Financial Management, LP now holds 7.7% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.
The initial trade took place in 2022Q4. And since then Forum Financial Management, LP has made 9 purchases of TLH, at an average price of $107.05, for a total of 7.84 Mil shares. In addition, there have been 1 sales at an average price of $101.80 for 183,800.00 shares. Based on historical transaction data and TLH's current price of $98.94, Forum Financial Management, LP's estimated gain on his TLH holdings is $-63.01 Mil, reflecting a -7.51% gain to date.
Forum Financial Management, LP TLH ($98.94) Holding Chart
Forum Financial Management, LP TLH ($98.94) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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