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New Harbor Financial Group’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

New Harbor Financial Group’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
-9,884
Closed -$232K – 82
2024
Q4 		$232K Buy
+9,884
New +$248K 0.07% 48

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Wealth Enhancement Advisory Services
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SA
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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

New Harbor Financial Group's TLTW Position: Q1 2025 in Review

New Harbor Financial Group sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q1 2025, closing a stake of 9,884 shares — an estimated $232K sold.

New Harbor Financial Group first reported a position in TLTW in Q4 2024 and held it in 1 quarter. The position peaked at $232K in Q4 2024. 87 funds tracked by Wall St. Rank hold TLTW as of Q1 2025.

  • New Harbor Financial Group reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • New Harbor Financial Group sold 9,884 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q1 2025, an estimated $232K.
  • New Harbor Financial Group first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2024 and held it in 1 quarter.
  • New Harbor Financial Group's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $232K 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 New Harbor Financial Group's 13F filing for Q1 2025, filed 14 May 2025.