Forum Financial Management, LP Ishares Barclays 10 20 Yr Trea Transaction History
Forum Financial Management, LP
- $5.76 Billion
- Q2 2025
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 7,882,291 shares of TLH stock, worth $800 Million. This represents 13.9% of its overall portfolio holdings.
Number of Shares
7,882,291
Previous 7,653,072
3.0%
Holding current value
$800 Million
Previous $794 Million
0.86%
% of portfolio
13.9%
Previous 15.03%
Shares
12 transactions
Others Institutions Holding TLH
# of Institutions
602Shares Held
97.3MCall Options Held
74KPut Options Held
23.7K-
Envestnet Asset Management Inc19.2MShares$1.95 Billion0.6% of portfolio
-
Bank Of America Corp Charlotte, NC9.65MShares$979 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.36MShares$544 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.29MShares$334 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$306 Million0.09% of portfolio