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

Retirement 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
Q1 		$4.89M Buy
183,023
+166,215
+989% +$4.43M 1.75% 13
2023
Q4 		$462K Buy
+16,808
New +$467K 0.19% 68

Other funds holding TLTW

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $265M AUM 24.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Retirement Group's TLTW Position: Q1 2024 in Review

Retirement Group increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 989% in Q1 2024, buying an estimated $4.43M and bringing the position to 183,023 shares worth $4.89M. The position accounts for 1.75% of the portfolio, ranked #13.

Retirement Group first reported a position in TLTW in Q4 2023 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold TLTW as of Q1 2024.

  • Retirement Group held 183,023 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $4.89M as of Q1 2024.
  • Retirement Group bought 166,215 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q1 2024, an estimated $4.43M.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 1.75% of Retirement Group's portfolio in Q1 2024, its #13 holding.
  • Retirement Group first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2023 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.