Clear Creek Financial Management’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Clear Creek Financial 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 Q4	–	Sell	-10,666	Closed	-$288K	–	513
2024 Q3	$288K	Buy	10,666 +2,848	+36%	+$75.6K	0.03%	352
2024 Q2	$201K	Buy	+7,818	New	+$200K	0.02%	420
2024 Q1	–	Sell	-7,511	Closed	-$206K	–	434
2023 Q4	$206K	Buy	+7,511	New	+$209K	0.03%	313
2023 Q3	–	Sell	-6,711	Closed	-$225K	–	343
2023 Q2	$225K	Buy	+6,711	New	+$225K	0.04%	286

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

Clear Creek Financial Management's TLTW Position: Q4 2024 in Review

Clear Creek Financial Management sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q4 2024, closing a stake of 10,666 shares — an estimated $288K sold.

Clear Creek Financial Management first reported a position in TLTW in Q2 2023 and held it in 4 quarters. The position peaked at $288K in Q3 2024. 89 funds tracked by Wall St. Rank hold TLTW as of Q4 2024.

Clear Creek Financial Management reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q4 2024 after selling out during the quarter.
Clear Creek Financial Management sold 10,666 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q4 2024, an estimated $288K.
Clear Creek Financial Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q2 2023 and held it in 4 quarters.
Clear Creek Financial Management's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $288K in Q3 2024.
89 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q4 2024.

Based on Clear Creek Financial Management's 13F filing for Q4 2024, filed 24 Jan 2025.