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Clear Point Advisors’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Clear Point Advisors’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
-11
Closed -$299 – 490
2024
Q3 		$299 Hold
11
– – ﹤0.01% 524
2024
Q2 		$277 Sell
11
-1,000
-99% -$25.5K ﹤0.01% 520
2024
Q1 		$27K Buy
+1,011
New +$26.9K 0.02% 253

Other funds holding TLTW

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Clear Point Advisors's TLTW Position: Q4 2024 in Review

Clear Point Advisors sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q4 2024, closing a stake of 11 shares — an estimated $299 sold.

Clear Point Advisors first reported a position in TLTW in Q1 2024 and held it in 3 quarters. The position peaked at $27K in Q1 2024. 89 funds tracked by Wall St. Rank hold TLTW as of Q4 2024.

  • Clear Point Advisors reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 11 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q4 2024, an estimated $299.
  • Clear Point Advisors first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q1 2024 and held it in 3 quarters.
  • Clear Point Advisors's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $27K in Q1 2024.
  • 89 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.