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Anchor Pointe Wealth Management’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Anchor Pointe Wealth Management’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
2024
Q4 		$202K Buy
+8,539
New +$215K 0.26% 85

Other funds holding TLTW

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $654M AUM 26.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Anchor Pointe Wealth Management's TLTW Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q4 2024: 8,539 shares worth $202K. The stake represents 0.26% of the portfolio and ranks #85 among its holdings.

89 funds tracked by Wall St. Rank hold TLTW as of Q4 2024.

  • Anchor Pointe Wealth Management held 8,539 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $202K as of Q4 2024.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.26% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #85 holding.
  • 89 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.