FAM
Forte Asset Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Sell |
25,420
-2,417
| -9% | -$246K | 1.32% | 29 |
|
|
2025
Q1 | $2.89M | Sell |
27,837
-1,498
| -5% | -$155K | 1.45% | 26 |
|
|
2024
Q4 | $2.92M | Buy |
29,335
+3,799
| +15% | +$378K | 1.55% | 25 |
|
|
2024
Q3 | $2.79M | Sell |
25,536
-3,515
| -12% | -$384K | 1.49% | 26 |
|
|
2024
Q2 | $2.98M | Buy |
29,051
+1,167
| +4% | +$120K | 1.76% | 22 |
|
|
2024
Q1 | $2.93M | Buy |
27,884
+2,518
| +10% | +$264K | 1.78% | 24 |
|
|
2023
Q4 | $2.75M | Buy |
+25,366
| New | +$2.75M | 1.88% | 20 |
|