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

AE 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	$2.04M	Buy	91,269 +5,460	+6%	+$122K	0.01%	655
2026 Q1	$1.94M	Buy	85,809 +81,130	+1,734%	+$1.85M	0.01%	657
2025 Q4	$106K	Buy	4,679 +1,654	+55%	+$38.6K	﹤0.01%	1679
2025 Q3	$70.7K	Buy	3,025 +1,700	+128%	+$38.9K	﹤0.01%	1652
2025 Q2	$30.7K	Sell	1,325 -9,884	-88%	-$227K	﹤0.01%	1685
2025 Q1	$270K	Buy	11,209 +10,284	+1,112%	+$244K	﹤0.01%	1133
2024 Q4	$21.8K	Buy	+925	New	+$23.3K	﹤0.01%	1719

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

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

AE Wealth Management increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 6.4% in Q2 2026, buying an estimated $122K and bringing the position to 91,269 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #655.

AE Wealth Management first reported a position in TLTW in Q4 2024 and has held it in 7 quarters since. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

AE Wealth Management held 91,269 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $2.04M as of Q2 2026.
AE Wealth Management bought 5,460 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $122K.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #655 holding.
AE Wealth 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.
139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.