Steward Partners Investment Advisory’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 | $50.6K | Sell |
2,185
-1,450
| -40% | -$33.6K | ﹤0.01% | 2475 |
|
|
2025
Q1 | $87.5K | Hold |
3,635
| – | – | ﹤0.01% | 2092 |
|
|
2024
Q4 | $85.5K | Sell |
3,635
-1,334
| -27% | -$31.4K | ﹤0.01% | 2061 |
|
|
2024
Q3 | $134K | Buy |
4,969
+1,115
| +29% | +$30.1K | ﹤0.01% | 1726 |
|
|
2024
Q2 | $99K | Buy |
3,854
+1,080
| +39% | +$27.7K | ﹤0.01% | 1781 |
|
|
2024
Q1 | $74.1K | Buy |
2,774
+52
| +2% | +$1.39K | ﹤0.01% | 1904 |
|
|
2023
Q4 | $74.8K | Buy |
2,722
+1,105
| +68% | +$30.3K | ﹤0.01% | 1809 |
|
|
2023
Q3 | $46.7K | Buy |
+1,617
| New | +$46.7K | ﹤0.01% | 1942 |
|