Regal Investment Advisors’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Regal Investment Advisors’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
2025 Q1	–	Sell	-14,290	Closed	-$336K	–	492
2024 Q4	$336K	Sell	14,290 -50,518	-78%	-$1.27M	0.03%	387
2024 Q3	$1.75M	Buy	64,808 +33,138	+105%	+$879K	0.12%	186
2024 Q2	$813K	Buy	31,670 +6,800	+27%	+$174K	0.05%	282
2024 Q1	$664K	Buy	24,870 +12,100	+95%	+$322K	0.05%	306
2023 Q4	$351K	Buy	+12,770	New	+$355K	0.03%	390

Other funds holding TLTW

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Regal Investment Advisors's TLTW Position: Q1 2025 in Review

Regal Investment Advisors sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q1 2025, closing a stake of 14,290 shares — an estimated $336K sold.

Regal Investment Advisors first reported a position in TLTW in Q4 2023 and held it in 5 quarters. The position peaked at $1.75M in Q3 2024. 87 funds tracked by Wall St. Rank hold TLTW as of Q1 2025.

Regal Investment Advisors reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q1 2025 after selling out during the quarter.
Regal Investment Advisors sold 14,290 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q1 2025, an estimated $336K.
Regal Investment Advisors first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2023 and held it in 5 quarters.
Regal Investment Advisors's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $1.75M in Q3 2024.
87 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q1 2025.

Based on Regal Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.