Claris Financial LLC Takes $1.08 Million Position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF $TLTW

Claris Financial LLC acquired a new stake in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (BATS:TLTW) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 47,866 shares of the company’s stock, valued at approximately $1,085,000. Claris Financial LLC owned 0.10% of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Alpine Bank Wealth Management grew its position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF by 1.4% during the fourth quarter. Alpine Bank Wealth Management now owns 37,803 shares of the company’s stock worth $857,000 after buying an additional 540 shares during the period. JPMorgan Chase & Co. boosted its stake in shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF by 30.7% during the 2nd quarter. JPMorgan Chase & Co. now owns 3,997 shares of the company’s stock worth $93,000 after acquiring an additional 939 shares in the last quarter. PNC Financial Services Group Inc. purchased a new stake in shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF during the 4th quarter worth approximately $54,000. Cullen Frost Bankers Inc. boosted its stake in shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF by 38.6% during the 4th quarter. Cullen Frost Bankers Inc. now owns 8,805 shares of the company’s stock worth $200,000 after acquiring an additional 2,454 shares in the last quarter. Finally, Triumph Capital Management grew its holdings in shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF by 24.7% in the 3rd quarter. Triumph Capital Management now owns 17,343 shares of the company’s stock worth $405,000 after acquiring an additional 3,436 shares during the period.

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF Stock Performance

TLTW opened at $22.39 on Friday. iShares 20+ Year Treasury Bond BuyWrite Strategy ETF has a 1-year low of $21.56 and a 1-year high of $24.08. The stock’s 50 day simple moving average is $22.22 and its 200 day simple moving average is $22.64.

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF Company Profile

The iShares 20+ Year Treasury Bond Buywrite Strategy ETF (TLTW) is an exchange-traded fund that is based on the CBOE TLT 2% OTM Buywrite index. The fund uses a fund-of-fund approach to passively track an index that measures the performance of holding shares of the iShares 20+ Year Treasury Bond ETF and writes one-month, out-of-the-money call options against the shares. TLTW was launched on Aug 18, 2022 and is managed by BlackRock.