Regal 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
Q1
Sell
-14,290
Closed -$336K 492
2024
Q4
$336K Sell
14,290
-50,518
-78% -$1.19M 0.03% 387
2024
Q3
$1.75M Buy
64,808
+33,138
+105% +$895K 0.12% 186
2024
Q2
$813K Buy
31,670
+6,800
+27% +$175K 0.05% 281
2024
Q1
$664K Buy
24,870
+12,100
+95% +$323K 0.05% 306
2023
Q4
$351K Buy
+12,770
New +$351K 0.03% 390