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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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. 23 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.
23 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.