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

HighTower 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 Q2	–	Sell	-12,513	Closed	-$334K	–	3910
2024 Q1	$334K	Sell	12,513 -1,115	-8%	-$29.7K	﹤0.01%	2597
2023 Q4	$373K	Buy	13,628 +3,240	+31%	+$90K	﹤0.01%	2547
2023 Q3	$300K	Buy	+10,388	New	+$323K	﹤0.01%	2593

Other funds holding TLTW

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FWG Holdings Winter Park, Florida $265M AUM 24.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

HighTower Advisors's TLTW Position: Q2 2024 in Review

HighTower Advisors sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q2 2024, closing a stake of 12,513 shares — an estimated $334K sold.

HighTower Advisors first reported a position in TLTW in Q3 2023 and held it in 3 quarters. The position peaked at $373K in Q4 2023. 64 funds tracked by Wall St. Rank hold TLTW as of Q2 2024.

HighTower Advisors reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q2 2024 after selling out during the quarter.
HighTower Advisors sold 12,513 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2024, an estimated $334K.
HighTower Advisors first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2023 and held it in 3 quarters.
HighTower Advisors's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $373K in Q4 2023.
64 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2024.

Based on HighTower Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.