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Cox Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Cox Capital Management’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$313K Buy
3,627
+108
+3% +$9.27K 0.17% 69
2026
Q1 		$305K Buy
3,519
+237
+7% +$20.8K 0.2% 64
2025
Q4 		$288K Buy
3,282
+160
+5% +$14.3K 0.18% 57
2025
Q3 		$279K Buy
3,122
+374
+14% +$32.7K 0.18% 57
2025
Q2 		$242K Buy
2,748
+11
+0.4% +$959 0.17% 58
2025
Q1 		$249K Buy
2,737
+266
+11% +$23.7K 0.18% 57
2024
Q4 		$216K Buy
2,471
+329
+15% +$30.3K 0.14% 66
2024
Q3 		$210K Buy
+2,142
New +$207K 0.13% 65
2020
Q2 		– Sell
-44
Closed -$6K – 175
2020
Q1 		$6K Buy
+44
New +$6.56K 0.01% 157

Other funds holding TLT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cox Capital Management's TLT Position: Q2 2026 in Review

Cox Capital Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.1% in Q2 2026, buying an estimated $9.27K and bringing the position to 3,627 shares worth $313K. The position accounts for 0.17% of the portfolio, ranked #69.

Cox Capital Management first reported a position in TLT in Q1 2020 and has held it in 9 quarters since. 432 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Cox Capital Management held 3,627 shares of iShares 20+ Year Treasury Bond ETF worth $313K as of Q2 2026.
  • Cox Capital Management bought 108 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $9.27K.
  • iShares 20+ Year Treasury Bond ETF made up 0.17% of Cox Capital Management's portfolio in Q2 2026, its #69 holding.
  • Cox Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and has held it in 9 quarters since.
  • 432 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Cox Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.