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

Advyzon Investment 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	$542K	Sell	24,268 -198	-0.8%	-$4.41K	0.04%	444
2026 Q1	$553K	Sell	24,466 -9,378	-28%	-$214K	0.05%	364
2025 Q4	$767K	Buy	33,844 +3,997	+13%	+$93.3K	0.09%	230
2025 Q3	$698K	Buy	29,847 +862	+3%	+$19.7K	0.12%	167
2025 Q2	$672K	Buy	28,985 +6,606	+30%	+$152K	0.15%	131
2025 Q1	$538K	Buy	22,379 +6,965	+45%	+$165K	0.19%	102
2024 Q4	$363K	Buy	+15,414	New	+$387K	0.14%	136

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

Advyzon Investment Management's TLTW Position: Q2 2026 in Review

Advyzon Investment Management reduced its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 0.81% in Q2 2026, selling an estimated $4.41K and leaving 24,268 shares worth $542K. The position accounts for 0.04% of the portfolio, ranked #444.

Advyzon Investment Management first reported a position in TLTW in Q4 2024 and has held it in 7 quarters since. The position peaked at $767K in Q4 2025. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Advyzon Investment Management held 24,268 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $542K as of Q2 2026.
Advyzon Investment Management sold 198 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $4.41K.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #444 holding.
Advyzon Investment Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $767K in Q4 2025.
139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.