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Onyx Bridge Wealth Group’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Onyx Bridge Wealth 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
Q4 		– Sell
-11,700
Closed -$274K – 386
2025
Q3 		$274K Buy
+11,700
New +$268K 0.03% 291

Other funds holding TLTW

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Onyx Bridge Wealth Group's TLTW Position: Q4 2025 in Review

Onyx Bridge Wealth Group sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q4 2025, closing a stake of 11,700 shares — an estimated $274K sold.

Onyx Bridge Wealth Group first reported a position in TLTW in Q3 2025 and held it in 1 quarter. The position peaked at $274K in Q3 2025. 122 funds tracked by Wall St. Rank hold TLTW as of Q4 2025.

  • Onyx Bridge Wealth Group reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 11,700 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q4 2025, an estimated $274K.
  • Onyx Bridge Wealth Group first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2025 and held it in 1 quarter.
  • Onyx Bridge Wealth Group's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $274K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q4 2025.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2025, filed 18 Feb 2026.