Global Wealth Strategies & Associates’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Global Wealth Strategies & Associates’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
2026 Q2	$290K	Buy	12,973 +906	+8%	+$20.2K	0.05%	77
2026 Q1	$273K	Sell	12,067 -235	-2%	-$5.37K	0.07%	67
2025 Q4	$279K	Sell	12,302 -4,024	-25%	-$93.9K	0.07%	60
2025 Q3	$382K	Sell	16,326 -1,915	-10%	-$43.8K	0.1%	53
2025 Q2	$423K	Sell	18,241 -1,461	-7%	-$33.6K	0.12%	37
2025 Q1	$474K	Sell	19,702 -9,862	-33%	-$234K	0.14%	29
2024 Q4	$695K	Buy	+29,564	New	+$743K	0.22%	29

Other funds holding TLTW

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return