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Cetera Advisor Networks’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Cetera Advisor Networks’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
Q1 		$740K Sell
27,729
-53,847
-66% -$1.43M ﹤0.01% 1656
2023
Q4 		$2.24M Buy
+81,576
New +$2.27M 0.01% 917

Other funds holding TLTW

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $654M AUM 26.48% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $288M AUM 33.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

Cetera Advisor Networks's TLTW Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 66% in Q1 2024, selling an estimated $1.43M and leaving 27,729 shares worth $740K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Cetera Advisor Networks first reported a position in TLTW in Q4 2023 and has held it in 2 quarters since. The position peaked at $2.24M in Q4 2023. 71 funds tracked by Wall St. Rank hold TLTW as of Q1 2024.

  • Cetera Advisor Networks held 27,729 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $740K as of Q1 2024.
  • Cetera Advisor Networks sold 53,847 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q1 2024, an estimated $1.43M.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1656 holding.
  • Cetera Advisor Networks first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2023 and has held it in 2 quarters since.
  • Cetera Advisor Networks's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $2.24M in Q4 2023.
  • 71 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.