Forum Financial Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Forum Financial Management’s Portfolio TLH Stock Details TLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$801M	Buy
2025 Q1	$794M	Buy
2024 Q4	$748M	Buy
2024 Q3	$780M	Buy
2024 Q2	$711M	Sell
2024 Q1	$746M	Buy
2023 Q4	$754M	Buy
2023 Q3	$636M	Buy
2023 Q2	$664M	Buy
2023 Q1	$653M	Buy
2022 Q4	$587M	Buy