Forum Financial Management, LP Ishares Barclays 10 20 Yr Trea Transaction History

Forum Financial Management, LP

  • $5.05 Billion
  • Q4 2024

A detailed history of Forum Financial Management, LP transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Forum Financial Management, LP holds 7,518,329 shares of TLH stock, worth $775 Million. This represents 14.81% of its overall portfolio holdings.

Number of Shares
7,518,329
Previous 7,373,125 1.97%
Holding current value
$775 Million
Previous $734 Million 1.97%
% of portfolio
14.81%
Previous 14.78%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 20, 2025
BUY
$99.04 - $109.59 $14.4 Million - $15.9 Million
145,204 Added 1.97%
7,518,329 $748 Million
Q4 2024

Feb 13, 2025
BUY
$99.04 - $109.59 $23.3 Million - $25.8 Million
235,655 Added 3.3%
7,373,125 $734 Million
Q3 2024

Oct 29, 2024
BUY
$100.75 - $111.62 $21.9 Million - $24.3 Million
217,762 Added 3.15%
7,137,470 $780 Million
Q2 2024

Jul 30, 2024
SELL
$98.66 - $105.11 $18.1 Million - $19.3 Million
-183,800 Reduced 2.59%
6,919,708 $711 Million
Q1 2024

May 09, 2024
BUY
$102.54 - $108.16 $14.6 Million - $15.4 Million
142,063 Added 2.04%
7,103,508 $746 Million
Q4 2023

Feb 07, 2024
BUY
$93.11 - $109.52 $46.9 Million - $55.2 Million
504,209 Added 7.81%
6,961,445 $754 Million
Q3 2023

Nov 03, 2023
BUY
$98.33 - $111.05 $45.8 Million - $51.7 Million
465,570 Added 7.77%
6,457,236 $636 Million
Q2 2023

Jul 26, 2023
BUY
$108.81 - $116.4 $31.5 Million - $33.7 Million
289,769 Added 5.08%
5,991,666 $664 Million
Q1 2023

Apr 19, 2023
BUY
$106.93 - $116.34 $29.5 Million - $32.1 Million
276,288 Added 5.09%
5,701,897 $653 Million
Q4 2022

Jan 24, 2023
BUY
$101.35 - $115.41 $550 Million - $626 Million
5,425,609 New
5,425,609 $0

Others Institutions Holding TLH

# of Institutions
530
Shares Held
68.4M
Call Options Held
50K
Put Options Held
36K
View Full List

About ISHARES BARCLAYS 10-20 YR TREA

TLH Quotes by TradingView
  • Ticker TLH
  • Sector ETFs
  • Industry ETFs
More about TLH
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email