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

Newbridge Financial Services 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
2024
Q4 		– Sell
-250
Closed -$6.75K – 1181
2024
Q3 		$6.75K Buy
+250
New +$6.63K ﹤0.01% 476

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Newbridge Financial Services Group's TLTW Position: Q4 2024 in Review

Newbridge Financial Services Group sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q4 2024, closing a stake of 250 shares — an estimated $6.75K sold.

Newbridge Financial Services Group first reported a position in TLTW in Q3 2024 and held it in 1 quarter. The position peaked at $6.75K in Q3 2024. 89 funds tracked by Wall St. Rank hold TLTW as of Q4 2024.

  • Newbridge Financial Services Group reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 250 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q4 2024, an estimated $6.75K.
  • Newbridge Financial Services Group first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2024 and held it in 1 quarter.
  • Newbridge Financial Services Group's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $6.75K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q4 2024.

Based on Newbridge Financial Services Group's 13F filing for Q4 2024, filed 28 Jan 2025.