TWC
TLTW icon

TD Waterhouse Canada’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

TD Waterhouse Canada’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
Q4 		– Sell
-17,760
Closed -$416K – 2167
2025
Q3 		$416K Buy
+17,760
New +$406K ﹤0.01% 729
2025
Q2 		– Sell
-23,109
Closed -$560K – 2096
2025
Q1 		$560K Buy
23,109
+2,226
+11% +$52.8K ﹤0.01% 621
2024
Q4 		$491K Sell
20,883
-21,464
-51% -$540K ﹤0.01% 619
2024
Q3 		$1.15M Buy
42,347
+8,655
+26% +$230K 0.01% 482
2024
Q2 		$865K Buy
33,692
+24,639
+272% +$629K 0.01% 499
2024
Q1 		$235K Sell
9,053
-167
-2% -$4.45K ﹤0.01% 743
2023
Q4 		$304K Buy
+9,220
New +$256K ﹤0.01% 615

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return