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Atria Investments’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Atria Investments’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
Q2 		– Sell
-261,531
Closed -$6.29M – 2078
2025
Q1 		$6.29M Buy
261,531
+16,618
+7% +$394K 0.08% 296
2024
Q4 		$5.76M Buy
+244,913
New +$6.16M 0.07% 308

Other funds holding TLTW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atria Investments's TLTW Position: Q2 2025 in Review

Atria Investments sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q2 2025, closing a stake of 261,531 shares — an estimated $6.29M sold.

Atria Investments first reported a position in TLTW in Q4 2024 and held it in 2 quarters. The position peaked at $6.29M in Q1 2025. 91 funds tracked by Wall St. Rank hold TLTW as of Q2 2025.

  • Atria Investments reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 261,531 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2025, an estimated $6.29M.
  • Atria Investments first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2024 and held it in 2 quarters.
  • Atria Investments's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $6.29M in Q1 2025.
  • 91 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.