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

SpiderRock 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
2024
Q3 		$1.06M Buy
+39,225
New +$1.04M 0.02% 462

Other funds holding TLTW

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $654M AUM 26.48% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $288M AUM 33.26% 1-Year Est. Return

SpiderRock Advisors's TLTW Position: Q3 2024 in Review

SpiderRock Advisors opened a new position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q3 2024: 39,225 shares worth $1.06M. The stake represents 0.02% of the portfolio and ranks #462 among its holdings.

77 funds tracked by Wall St. Rank hold TLTW as of Q3 2024.

  • SpiderRock Advisors held 39,225 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $1.06M as of Q3 2024.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF was a new SpiderRock Advisors position in Q3 2024.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #462 holding.
  • 77 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.