iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH) is Forum Financial Management LP’s 2nd Largest Position

Forum Financial Management LP grew its position in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH) by 5.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 7,518,329 shares of the company’s stock after acquiring an additional 380,859 shares during the quarter. iShares 10-20 Year Treasury Bond ETF comprises 12.4% of Forum Financial Management LP’s portfolio, making the stock its 2nd biggest position. Forum Financial Management LP owned about 9.82% of iShares 10-20 Year Treasury Bond ETF worth $748,375,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of TLH. Richardson Financial Services Inc. increased its stake in iShares 10-20 Year Treasury Bond ETF by 9.2% during the 4th quarter. Richardson Financial Services Inc. now owns 1,213 shares of the company’s stock worth $121,000 after buying an additional 102 shares during the period. Apeiron RIA LLC increased its position in shares of iShares 10-20 Year Treasury Bond ETF by 2.8% during the fourth quarter. Apeiron RIA LLC now owns 4,372 shares of the company’s stock worth $435,000 after acquiring an additional 119 shares during the last quarter. Spectrum Wealth Counsel LLC increased its position in shares of iShares 10-20 Year Treasury Bond ETF by 4.2% during the fourth quarter. Spectrum Wealth Counsel LLC now owns 3,006 shares of the company’s stock worth $299,000 after acquiring an additional 120 shares during the last quarter. SigFig Wealth Management LLC lifted its stake in shares of iShares 10-20 Year Treasury Bond ETF by 3.6% in the fourth quarter. SigFig Wealth Management LLC now owns 3,489 shares of the company’s stock worth $348,000 after acquiring an additional 120 shares in the last quarter. Finally, Theory Financial LLC boosted its holdings in iShares 10-20 Year Treasury Bond ETF by 2.5% in the fourth quarter. Theory Financial LLC now owns 5,472 shares of the company’s stock valued at $545,000 after purchasing an additional 133 shares during the last quarter.

iShares 10-20 Year Treasury Bond ETF Stock Performance

TLH stock opened at $98.08 on Friday. The stock’s 50 day moving average is $101.16 and its two-hundred day moving average is $101.41. iShares 10-20 Year Treasury Bond ETF has a 52-week low of $96.74 and a 52-week high of $111.83.

About iShares 10-20 Year Treasury Bond ETF

The iShares 10-20 Year Treasury Bond ETF (TLH) is an exchange-traded fund that is based on the ICE U.S. Treasury 10-20 Year TR index. The fund tracks a market-weighted index of debt issued by the U.S. Treasury TLH was launched on Jan 5, 2007 and is managed by BlackRock.