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Shelton Wealth Management’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Shelton Wealth Management’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
-5,000
Closed -$455K – 178
2025
Q1 		$455K Hold
5,000
– – 0.25% 99
2024
Q4 		$437K Buy
+5,000
New +$126K 0.23% 98

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 $1.03B AUM 17.77% 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

Shelton Wealth Management's TLTW Position: Q2 2025 in Review

Shelton Wealth Management sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q2 2025, closing a stake of 5,000 shares — an estimated $455K sold.

Shelton Wealth Management first reported a position in TLTW in Q4 2024 and held it in 2 quarters. The position peaked at $455K in Q1 2025. 91 funds tracked by Wall St. Rank hold TLTW as of Q2 2025.

  • Shelton Wealth Management reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Shelton Wealth Management sold 5,000 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2025, an estimated $455K.
  • Shelton Wealth Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2024 and held it in 2 quarters.
  • Shelton Wealth Management's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $455K 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 Shelton Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.