Elmwood Wealth Management’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-62,839
| Closed | -$1.7M | – | 134 |
|
|
2024
Q3 | $1.7M | Sell |
62,839
-1,837
| -3% | -$49.6K | 0.7% | 56 |
|
|
2024
Q2 | $1.66M | Sell |
64,676
-30,010
| -32% | -$771K | 0.74% | 53 |
|
|
2024
Q1 | $2.53M | Buy |
94,686
+38,922
| +70% | +$1.04M | 1.08% | 32 |
|
|
2023
Q4 | $1.53M | Sell |
55,764
-121,933
| -69% | -$3.35M | 1.07% | 24 |
|
|
2023
Q3 | $5.13M | Buy |
+177,697
| New | +$5.13M | 2.48% | 9 |
|