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

Aspen 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 		$1.96M Buy
87,715
+4,200
+5% +$93.5K 0.53% 59
2026
Q1 		$1.89M Buy
83,515
+18,555
+29% +$424K 0.58% 56
2025
Q4 		$1.47M Buy
+64,960
New +$1.52M 0.44% 67

Other funds holding TLTW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
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
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Aspen Investment Management increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 5% in Q2 2026, buying an estimated $93.5K and bringing the position to 87,715 shares worth $1.96M. The position accounts for 0.53% of the portfolio, ranked #59.

Aspen Investment Management first reported a position in TLTW in Q4 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • Aspen Investment Management held 87,715 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $1.96M as of Q2 2026.
  • Aspen Investment Management bought 4,200 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $93.5K.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.53% of Aspen Investment Management's portfolio in Q2 2026, its #59 holding.
  • Aspen Investment Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.