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Action Point Financial Planning’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Action Point Financial Planning’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
2026
Q2 		$8.82K Buy
+395
New +$8.8K ﹤0.01% 1521

Other funds holding TLTW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Action Point Financial Planning's TLTW Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q2 2026: 395 shares worth $8.82K. The stake represents ﹤0.01% of the portfolio and ranks #1521 among its holdings.

139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • Action Point Financial Planning held 395 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $8.82K as of Q2 2026.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1521 holding.
  • 139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.