Cox Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
2,748
+11
| +0.4% | +$971 | 0.17% | 58 |
|
|
2025
Q1 | $249K | Buy |
2,737
+266
| +11% | +$24.2K | 0.18% | 57 |
|
|
2024
Q4 | $216K | Buy |
2,471
+329
| +15% | +$28.7K | 0.14% | 66 |
|
|
2024
Q3 | $210K | Buy |
+2,142
| New | +$210K | 0.13% | 65 |
|
|
2020
Q2 | – | Sell |
-44
| Closed | -$6K | – | 175 |
|
|
2020
Q1 | $6K | Buy |
+44
| New | +$6K | 0.01% | 157 |
|