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 |
|