MPWT
TLTW icon

MassMutual Private Wealth & Trust’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

MassMutual Private Wealth & Trust’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
-1,098
Closed -$25.8K – 2490
2024
Q4 		$25.8K Buy
+1,098
New +$27.6K ﹤0.01% 924

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

MassMutual Private Wealth & Trust's TLTW Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q1 2025, closing a stake of 1,098 shares — an estimated $25.8K sold.

MassMutual Private Wealth & Trust first reported a position in TLTW in Q4 2024 and held it in 1 quarter. The position peaked at $25.8K in Q4 2024. 87 funds tracked by Wall St. Rank hold TLTW as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,098 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q1 2025, an estimated $25.8K.
  • MassMutual Private Wealth & Trust first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $25.8K 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 MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.