Activest Wealth Management’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Activest Wealth Management’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	$24.9K	Buy	1,115 +1,112	+37,067%	+$24.8K	﹤0.01%	400
2026 Q1	$76	Sell	3 -2	-40%	-$46	﹤0.01%	1167
2025 Q4	$119	Hold	5	–	–	﹤0.01%	1061
2025 Q3	$118	Hold	5	–	–	﹤0.01%	1053
2025 Q2	$113	Hold	5	–	–	﹤0.01%	968
2025 Q1	$112	Hold	5	–	–	﹤0.01%	964
2024 Q4	$107	Buy	5 +1	+25%	+$25	﹤0.01%	686
2024 Q3	$116	Hold	4	–	–	﹤0.01%	522
2024 Q2	$107	Hold	4	–	–	﹤0.01%	495
2024 Q1	$108	Buy	+4	New	+$107	﹤0.01%	357

Other funds holding TLTW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Activest Wealth Management's TLTW Position: Q2 2026 in Review

Activest Wealth Management increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 37,067% in Q2 2026, buying an estimated $24.8K and bringing the position to 1,115 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Activest Wealth Management first reported a position in TLTW in Q1 2024 and has held it in 10 quarters since. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Activest Wealth Management held 1,115 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $24.9K as of Q2 2026.
Activest Wealth Management bought 1,112 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $24.8K.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #400 holding.
Activest Wealth Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q1 2024 and has held it in 10 quarters since.
139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.