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Pacifica Partners’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Pacifica Partners’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
Q3 		– Sell
-125
Closed -$2.88K – 549
2025
Q2 		$2.88K Hold
125
– – ﹤0.01% 444
2025
Q1 		$3K Hold
125
– – ﹤0.01% 418
2024
Q4 		$2.95K Hold
125
– – ﹤0.01% 411
2024
Q3 		$3.38K Buy
+125
New +$3.32K ﹤0.01% 424

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $1.03B AUM 17.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pacifica Partners's TLTW Position: Q3 2025 in Review

Pacifica Partners sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q3 2025, closing a stake of 125 shares — an estimated $2.88K sold.

Pacifica Partners first reported a position in TLTW in Q3 2024 and held it in 4 quarters. The position peaked at $3.38K in Q3 2024. 100 funds tracked by Wall St. Rank hold TLTW as of Q3 2025.

  • Pacifica Partners reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Pacifica Partners sold 125 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q3 2025, an estimated $2.88K.
  • Pacifica Partners first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2024 and held it in 4 quarters.
  • Pacifica Partners's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $3.38K in Q3 2024.
  • 100 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q3 2025.

Based on Pacifica Partners's 13F filing for Q3 2025, filed 9 Oct 2025.