Kestra Private Wealth Services’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 | $5.54M | Buy |
238,987
+47,736
| +25% | +$1.11M | 0.08% | 257 |
|
|
2025
Q1 | $4.6M | Buy |
191,251
+122,030
| +176% | +$2.94M | 0.08% | 264 |
|
|
2024
Q4 | $1.63M | Buy |
69,221
+34,319
| +98% | +$807K | 0.03% | 492 |
|
|
2024
Q3 | $942K | Sell |
34,902
-500
| -1% | -$13.5K | 0.02% | 634 |
|
|
2024
Q2 | $909K | Hold |
35,402
| – | – | 0.02% | 603 |
|
|
2024
Q1 | $945K | Buy |
+35,402
| New | +$945K | 0.02% | 570 |
|