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Pacific Point Advisors’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Pacific Point Advisors’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
Q2 		– Sell
-22,872
Closed -$2.08M – 125
2025
Q1 		$2.08M Buy
+22,872
New +$543K 1.16% 14

Other funds holding TLTW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pacific Point Advisors's TLTW Position: Q2 2025 in Review

Pacific Point Advisors sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q2 2025, closing a stake of 22,872 shares — an estimated $2.08M sold.

Pacific Point Advisors first reported a position in TLTW in Q1 2025 and held it in 1 quarter. The position peaked at $2.08M in Q1 2025. 91 funds tracked by Wall St. Rank hold TLTW as of Q2 2025.

  • Pacific Point Advisors reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Pacific Point Advisors sold 22,872 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2025, an estimated $2.08M.
  • Pacific Point Advisors first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q1 2025 and held it in 1 quarter.
  • Pacific Point Advisors's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $2.08M in Q1 2025.
  • 91 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2025.

Based on Pacific Point Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.