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

Evermay 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
Q1 		– Sell
-158
Closed -$4.34K – 721
2023
Q4 		$4.34K Buy
+158
New +$4.39K ﹤0.01% 488

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 $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $265M AUM 24.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

Evermay Wealth Management's TLTW Position: Q1 2024 in Review

Evermay Wealth Management sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q1 2024, closing a stake of 158 shares — an estimated $4.34K sold.

Evermay Wealth Management first reported a position in TLTW in Q4 2023 and held it in 1 quarter. The position peaked at $4.34K in Q4 2023. 71 funds tracked by Wall St. Rank hold TLTW as of Q1 2024.

  • Evermay Wealth Management reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 158 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q1 2024, an estimated $4.34K.
  • Evermay Wealth Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $4.34K 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 Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.