Carson Wealth (CWM LLC)’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
60,001
+60,000
| +6,000,000% | +$1.39M | ﹤0.01% | 1097 |
|
|
2025
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 5199 |
|
|
2024
Q4 | $0 | Sell |
1
-10,266
| -100% | – | ﹤0.01% | 5163 |
|
|
2024
Q3 | $277K | Hold |
10,267
| – | – | ﹤0.01% | 1588 |
|
|
2024
Q2 | $264K | Buy |
10,267
+10,266
| +1,026,600% | +$264K | ﹤0.01% | 1446 |
|
|
2024
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4736 |
|
|
2023
Q4 | – | Sell |
-521
| Closed | -$15K | – | 4506 |
|
|
2023
Q3 | $15K | Buy |
521
+213
| +69% | +$6.13K | ﹤0.01% | 2892 |
|
|
2023
Q2 | $10K | Buy |
308
+307
| +30,700% | +$9.97K | ﹤0.01% | 3101 |
|
|
2023
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4328 |
|