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 $796 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
$796 Million
Previous $794 Million
0.86%
% of portfolio
13.9%
Previous 15.03%
Shares
12 transactions
Others Institutions Holding TLH
# of Institutions
609Shares Held
104MCall Options Held
59.2KPut Options Held
14.7K-
Envestnet Asset Management Inc19.2MShares$1.94 Billion0.6% of portfolio
-
Bank Of America Corp Charlotte, NC9.8MShares$989 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.09MShares$716 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA3.49MShares$352 Million0.08% of portfolio
-
Morgan Stanley New York, NY3.48MShares$352 Million0.02% of portfolio