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Kohmann Bosshard Financial Services’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Kohmann Bosshard Financial Services’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
Q1 		– Sell
-700
Closed -$16.5K – 729
2024
Q4 		$16.5K Buy
+700
New +$17.6K ﹤0.01% 457

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kohmann Bosshard Financial Services's TLTW Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q1 2025, closing a stake of 700 shares — an estimated $16.5K sold.

Kohmann Bosshard Financial Services first reported a position in TLTW in Q4 2024 and held it in 1 quarter. The position peaked at $16.5K in Q4 2024. 87 funds tracked by Wall St. Rank hold TLTW as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 700 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q1 2025, an estimated $16.5K.
  • Kohmann Bosshard Financial Services first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $16.5K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.