Foundations Investment Advisors’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
2025
Q2
$1.32M Sell
56,937
-16,239
-22% -$376K 0.02% 373
2025
Q1
$1.76M Sell
73,176
-20,143
-22% -$485K 0.03% 311
2024
Q4
$2.19M Buy
93,319
+37,349
+67% +$878K 0.04% 276
2024
Q3
$1.51M Buy
+55,970
New +$1.51M 0.03% 307