TLTW – iShares 20+ Year Trs Bd Buywrt Stgy ETF – ETF Stock Quote | Morningstar

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Will TLTW outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TLTW’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the TLTW management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of TLTW’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares 20+ Year Trs Bd Buywrt Stgy ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research

Rated on May 31, 2024 Published on May 31, 2024

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Current Portfolio Date Jun 28, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 99.1

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
iShares 20+ Year Treasury Bond ETF	99.59	889.3 Mil	—
Blackrock Cash Funds Treasury Sl Agency Shares	0.86	7.7 Mil	Cash and Equivalents
Us Dollar	0.00	18,352	Cash and Equivalents
Ishares Tlt Jul24 96 Call	−0.45	−4.0 Mil	—

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