Armstrong Advisory Group
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Armstrong Advisory Group’s iShares TLT Premium Income+ ETF TLTW Stock Holding History

Armstrong Advisory Group’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
Q3 		$2.91M Buy
143,406
+7,517
+6% +$160K 0.18% 44
2026
Q2 		$3.04M Buy
135,889
+17,043
+14% +$380K 0.18% 43
2026
Q1 		$2.69M Buy
118,846
+24,218
+26% +$554K 0.18% 49
2025
Q4 		$2.15M Buy
+94,628
New +$2.21M 0.15% 55

Other funds holding TLTW

Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Armstrong Advisory Group's TLTW Position: Q3 2026 in Review

Armstrong Advisory Group increased its iShares TLT Premium Income+ ETF (TLTW) stake by 5.5% in Q3 2026, buying an estimated $160K and bringing the position to 143,406 shares worth $2.91M. The position accounts for 0.18% of the portfolio, ranked #44.

Armstrong Advisory Group first reported a position in TLTW in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.04M in Q2 2026. 25 funds tracked by Wall St. Rank hold TLTW as of Q3 2026.

  • Armstrong Advisory Group held 143,406 shares of iShares TLT Premium Income+ ETF worth $2.91M as of Q3 2026.
  • Armstrong Advisory Group bought 7,517 iShares TLT Premium Income+ ETF shares in Q3 2026, an estimated $160K.
  • iShares TLT Premium Income+ ETF made up 0.18% of Armstrong Advisory Group's portfolio in Q3 2026, its #44 holding.
  • Armstrong Advisory Group first reported a position in iShares TLT Premium Income+ ETF in Q4 2025 and has held it in 4 quarters since.
  • Armstrong Advisory Group's iShares TLT Premium Income+ ETF position peaked at $3.04M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held iShares TLT Premium Income+ ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.