Atomi Financial Group’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Atomi Financial Group’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	–	Sell	-45,270	Closed	-$1.22M	–	1029
2024 Q3	$1.22M	Sell	45,270 -7,244	-14%	-$192K	0.08%	203
2024 Q2	$1.35M	Sell	52,514 -7,276	-12%	-$186K	0.1%	166
2024 Q1	$1.6M	Sell	59,790 -8,768	-13%	-$233K	0.15%	133
2023 Q4	$1.88M	Buy	68,558 +23,032	+51%	+$640K	0.26%	81
2023 Q3	$1.32M	Buy	+45,526	New	+$1.42M	0.44%	55

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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

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

Atomi Financial Group's TLTW Position: Q4 2024 in Review

Atomi Financial Group sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q4 2024, closing a stake of 45,270 shares — an estimated $1.22M sold.

Atomi Financial Group first reported a position in TLTW in Q3 2023 and held it in 5 quarters. The position peaked at $1.88M in Q4 2023. 89 funds tracked by Wall St. Rank hold TLTW as of Q4 2024.

Atomi Financial Group reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q4 2024 after selling out during the quarter.
Atomi Financial Group sold 45,270 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q4 2024, an estimated $1.22M.
Atomi Financial Group first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2023 and held it in 5 quarters.
Atomi Financial Group's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $1.88M in Q4 2023.
89 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q4 2024.

Based on Atomi Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.