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

Bright Futures 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 Q3	–	Sell	-12,170	Closed	-$323K	–	237
2024 Q2	$323K	Sell	12,170 -255	-2%	-$6.51K	0.17%	148
2024 Q1	$324K	Buy	+12,425	New	+$331K	0.18%	144

Other funds holding TLTW

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

FWG Holdings Winter Park, Florida $265M AUM 24.31% 1-Year Est. Return

Bright Futures Wealth Management's TLTW Position: Q3 2024 in Review

Bright Futures Wealth Management sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q3 2024, closing a stake of 12,170 shares — an estimated $323K sold.

Bright Futures Wealth Management first reported a position in TLTW in Q1 2024 and held it in 2 quarters. The position peaked at $324K in Q1 2024. 77 funds tracked by Wall St. Rank hold TLTW as of Q3 2024.

Bright Futures Wealth Management reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q3 2024 after selling out during the quarter.
Bright Futures Wealth Management sold 12,170 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q3 2024, an estimated $323K.
Bright Futures Wealth Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q1 2024 and held it in 2 quarters.
Bright Futures Wealth Management's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $324K in Q1 2024.
77 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q3 2024.

Based on Bright Futures Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.