Forte Asset Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
Other funds holding TLH
FFM
Forte Asset Management's TLH Position: Q1 2026 in Review
Forte Asset Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 4.9% in Q1 2026, selling an estimated $123K and leaving 23,397 shares worth $2.36M. The position accounts for 1.03% of the portfolio, ranked #37.
Forte Asset Management first reported a position in TLH in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.98M in Q2 2024. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.
- Forte Asset Management held 23,397 shares of iShares 10-20 Year Treasury Bond ETF worth $2.36M as of Q1 2026.
- Forte Asset Management sold 1,205 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $123K.
- iShares 10-20 Year Treasury Bond ETF made up 1.03% of Forte Asset Management's portfolio in Q1 2026, its #37 holding.
- Forte Asset Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
- Forte Asset Management's iShares 10-20 Year Treasury Bond ETF position peaked at $2.98M in Q2 2024.
- 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.
Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.