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

Elmwood 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
Q4 		– Sell
-62,839
Closed -$1.7M – 134
2024
Q3 		$1.7M Sell
62,839
-1,837
-3% -$48.7K 0.7% 56
2024
Q2 		$1.66M Sell
64,676
-30,010
-32% -$766K 0.74% 53
2024
Q1 		$2.53M Buy
94,686
+38,922
+70% +$1.04M 1.08% 32
2023
Q4 		$1.53M Sell
55,764
-121,933
-69% -$3.39M 1.07% 24
2023
Q3 		$5.13M Buy
+177,697
New +$5.53M 2.48% 9

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 $44.6B AUM 28.94% 1-Year Est. Return

Elmwood Wealth Management's TLTW Position: Q4 2024 in Review

Elmwood Wealth Management sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q4 2024, closing a stake of 62,839 shares — an estimated $1.7M sold.

Elmwood Wealth Management first reported a position in TLTW in Q3 2023 and held it in 5 quarters. The position peaked at $5.13M in Q3 2023. 89 funds tracked by Wall St. Rank hold TLTW as of Q4 2024.

  • Elmwood Wealth Management reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Elmwood Wealth Management sold 62,839 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q4 2024, an estimated $1.7M.
  • Elmwood Wealth Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2023 and held it in 5 quarters.
  • Elmwood Wealth Management's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $5.13M in Q3 2023.
  • 89 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q4 2024.

Based on Elmwood Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.