Cape Investment Advisory’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Cape Investment Advisory’s Portfolio TLT Stock Details TLT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.4K	Sell
2025 Q1	$19.9K	Sell
2024 Q4	$64.8K	Sell
2024 Q3	$74.9K	Buy
2024 Q2	$60.4K	Buy
2024 Q1	$60.4K	Sell
2023 Q4	$119K	Buy
2023 Q3	$97.7K	Buy
2023 Q2	$2.88K	Hold
2023 Q1	$2.98K	Buy