FFM
Forum Financial 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 | $801M | Buy |
7,882,291
+229,219
| +3% | +$23.3M | 12.18% | 2 |
|
|
2025
Q1 | $794M | Buy |
7,653,072
+134,743
| +2% | +$14M | 13.14% | 2 |
|
|
2024
Q4 | $748M | Buy |
7,518,329
+380,859
| +5% | +$37.9M | 12.4% | 2 |
|
|
2024
Q3 | $780M | Buy |
7,137,470
+217,762
| +3% | +$23.8M | 12.98% | 2 |
|
|
2024
Q2 | $711M | Sell |
6,919,708
-183,800
| -3% | -$18.9M | 12.86% | 2 |
|
|
2024
Q1 | $746M | Buy |
7,103,508
+142,063
| +2% | +$14.9M | 12.75% | 2 |
|
|
2023
Q4 | $754M | Buy |
6,961,445
+504,209
| +8% | +$54.6M | 14.2% | 2 |
|
|
2023
Q3 | $636M | Buy |
6,457,236
+465,570
| +8% | +$45.8M | 14.06% | 2 |
|
|
2023
Q2 | $664M | Buy |
5,991,666
+289,769
| +5% | +$32.1M | 14.87% | 2 |
|
|
2023
Q1 | $653M | Buy |
5,701,897
+276,288
| +5% | +$31.6M | 18.88% | 2 |
|
|
2022
Q4 | $587M | Buy |
+5,425,609
| New | +$587M | 19.34% | 2 |
|