Saxony 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
$294K Sell
3,333
-15,984
-83% -$1.41M 0.23% 91
2025
Q1
$1.76M Buy
19,317
+16,964
+721% +$1.54M 1.54% 23
2024
Q4
$206K Buy
2,353
+250
+12% +$21.8K 0.18% 122
2024
Q3
$206K Sell
2,103
-690
-25% -$67.7K 0.19% 125
2024
Q2
$256K Sell
2,793
-739
-21% -$67.8K 0.28% 94
2024
Q1
$334K Buy
3,532
+516
+17% +$48.8K 0.4% 67
2023
Q4
$298K Buy
+3,016
New +$298K 0.4% 70