Wealth Enhancement Advisory Services’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 | $18.8M | Buy |
826,504
+41,469
| +5% | +$945K | 0.03% | 435 |
|
2025
Q1 | $18.9M | Buy |
785,035
+180,055
| +30% | +$4.33M | 0.04% | 411 |
|
2024
Q4 | $14.2M | Buy |
604,980
+50,677
| +9% | +$1.19M | 0.03% | 464 |
|
2024
Q3 | $15M | Buy |
554,303
+291,578
| +111% | +$7.87M | 0.03% | 415 |
|
2024
Q2 | $6.75M | Buy |
262,725
+250,770
| +2,098% | +$6.44M | 0.02% | 602 |
|
2024
Q1 | $319K | Sell |
11,955
-10,334
| -46% | -$276K | ﹤0.01% | 1879 |
|
2023
Q4 | $612K | Buy |
22,289
+403
| +2% | +$11.1K | ﹤0.01% | 1393 |
|
2023
Q3 | $632K | Buy |
+21,886
| New | +$632K | ﹤0.01% | 1293 |
|