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

Iron Horse 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
Q2 		– Sell
-100
Closed -$2.67K – 494
2024
Q1 		$2.67K Hold
100
– – ﹤0.01% 313
2023
Q4 		$2.75K Buy
+100
New +$2.78K ﹤0.01% 323

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
FH
FWG Holdings Winter Park, Florida $265M AUM 24.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Iron Horse Wealth Management's TLTW Position: Q2 2024 in Review

Iron Horse Wealth Management sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q2 2024, closing a stake of 100 shares — an estimated $2.67K sold.

Iron Horse Wealth Management first reported a position in TLTW in Q4 2023 and held it in 2 quarters. The position peaked at $2.75K in Q4 2023. 64 funds tracked by Wall St. Rank hold TLTW as of Q2 2024.

  • Iron Horse Wealth Management reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Iron Horse Wealth Management sold 100 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2024, an estimated $2.67K.
  • Iron Horse Wealth Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2023 and held it in 2 quarters.
  • Iron Horse Wealth Management's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $2.75K 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 Iron Horse Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.