Napa 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
2025
Q2
$2.85M Sell
122,799
-1,269
-1% -$29.4K 1.36% 18
2025
Q1
$2.99M Buy
124,068
+66,766
+117% +$1.61M 1.68% 12
2024
Q4
$1.35M Buy
57,302
+17,578
+44% +$413K 0.58% 40
2024
Q3
$1.07M Buy
+39,724
New +$1.07M 0.51% 59