Forum Financial Management, LP
Position in TLH — iShares 10-20 Year Treasury Bond ETF
CIK 1911832
LOMBARD, IL
All Filings in TLH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TLH | $899,970,868 | 8,935,374 | Shares | Other | 2026-04-23 | |
| 2025-12-31 TLH | $864,218,788 | 8,500,234 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 TLH | $825,077,503 | 8,011,239 | Shares | Other | 2025-10-24 | |
| 2025-06-30 TLH | $800,840,764 | 7,882,291 | Shares | Other | 2025-07-30 | |
| 2025-03-31 TLH | $794,006,220 | 7,653,072 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 TLH | $748,374,467 | 7,518,329 | Shares | Other | 2025-02-20 | |
| 2024-09-30 TLH | $780,339,594 | 7,137,470 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 TLH | $710,654,010 | 6,919,708 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 TLH | $746,081,444 | 7,103,508 | Shares | Other | 2024-05-09 | |
| 2023-12-31 TLH | $753,646,034 | 6,961,445 | Shares | Other | 2024-02-07 | |
| 2023-09-30 TLH | $635,844,028 | 6,457,236 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 TLH | $663,696,842 | 5,991,666 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 TLH | $653,095,282 | 5,701,897 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 TLH | $586,942,381 | 5,425,609 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||