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

Vontobel Holding’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
Q4 		– Sell
-8,000
Closed -$216K – 1175
2024
Q3 		$216K Buy
+8,000
New +$212K ﹤0.01% 998

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Envestnet Asset Management
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Wealth Enhancement Advisory Services
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Bank of America
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Vontobel Holding's TLTW Position: Q4 2024 in Review

Vontobel Holding sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q4 2024, closing a stake of 8,000 shares — an estimated $216K sold.

Vontobel Holding first reported a position in TLTW in Q3 2024 and held it in 1 quarter. The position peaked at $216K in Q3 2024. 89 funds tracked by Wall St. Rank hold TLTW as of Q4 2024.

  • Vontobel Holding reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Vontobel Holding sold 8,000 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q4 2024, an estimated $216K.
  • Vontobel Holding first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2024 and held it in 1 quarter.
  • Vontobel Holding's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $216K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q4 2024.

Based on Vontobel Holding's 13F filing for Q4 2024, filed 30 Jan 2025.