Forum Financial Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
Other funds holding TLH
Forum Financial Management's TLH Position: Q2 2026 in Review
Forum Financial Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 8.3% in Q2 2026, buying an estimated $74.5M and bringing the position to 9,680,967 shares worth $971M. The position accounts for 12.48% of the portfolio, ranked #2.
Forum Financial Management first reported a position in TLH in Q4 2022 and has held it in 15 quarters since. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.
- Forum Financial Management held 9,680,967 shares of iShares 10-20 Year Treasury Bond ETF worth $971M as of Q2 2026.
- Forum Financial Management bought 745,593 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $74.5M.
- iShares 10-20 Year Treasury Bond ETF made up 12.48% of Forum Financial Management's portfolio in Q2 2026, its #2 holding.
- Forum Financial Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
- 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.
Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.