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Belpointe Asset Management’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Belpointe Asset Management’s Portfolio TLTW Stock Details TLTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-22,966
Closed -$537K – 1105
2025
Q3 		$537K Sell
22,966
-2,689
-10% -$61.5K 0.02% 605
2025
Q2 		$595K Buy
25,655
+2,904
+13% +$66.8K 0.02% 519
2025
Q1 		$547K Buy
22,751
+4,019
+21% +$95.3K 0.03% 535
2024
Q4 		$499K Buy
18,732
+5,220
+39% +$131K 0.03% 503
2024
Q3 		$365K Sell
13,512
-2,706
-17% -$71.8K 0.02% 598
2024
Q2 		$416K Buy
16,218
+355
+2% +$9.06K 0.03% 492
2024
Q1 		$424K Buy
15,863
+7,806
+97% +$208K 0.03% 480
2023
Q4 		$221K Buy
+8,057
New +$224K 0.02% 630

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