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

Atria Wealth Solutions’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
-9,757
Closed -$235K – 1891
2025
Q1 		$235K Sell
9,757
-2,025
-17% -$48K ﹤0.01% 1623
2024
Q4 		$277K Buy
11,782
+151
+1% +$3.8K ﹤0.01% 1608
2024
Q3 		$314K Buy
11,631
+577
+5% +$15.3K ﹤0.01% 1484
2024
Q2 		$284K Sell
11,054
-10,990
-50% -$280K ﹤0.01% 1542
2024
Q1 		$589K Buy
22,044
+5,942
+37% +$158K 0.01% 1188
2023
Q4 		$442K Buy
+16,102
New +$448K 0.01% 1283

Other funds holding TLTW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's TLTW Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q2 2025, closing a stake of 9,757 shares — an estimated $235K sold.

Atria Wealth Solutions first reported a position in TLTW in Q4 2023 and held it in 6 quarters. The position peaked at $589K in Q1 2024. 91 funds tracked by Wall St. Rank hold TLTW as of Q2 2025.

  • Atria Wealth Solutions reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,757 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2025, an estimated $235K.
  • Atria Wealth Solutions first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2023 and held it in 6 quarters.
  • Atria Wealth Solutions's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $589K in Q1 2024.
  • 91 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.