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GWN Securities’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

GWN Securities’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
2025
Q2 		– Sell
-21,331
Closed -$513K – 691
2025
Q1 		$513K Buy
+21,331
New +$506K 0.03% 454

Other funds holding TLTW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GWN Securities's TLTW Position: Q2 2025 in Review

GWN Securities sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q2 2025, closing a stake of 21,331 shares — an estimated $513K sold.

GWN Securities first reported a position in TLTW in Q1 2025 and held it in 1 quarter. The position peaked at $513K in Q1 2025. 91 funds tracked by Wall St. Rank hold TLTW as of Q2 2025.

  • GWN Securities reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 21,331 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2025, an estimated $513K.
  • GWN Securities first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $513K in Q1 2025.
  • 91 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.