AWE
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Avidian Wealth Enterprises’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Avidian Wealth Enterprises’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 		– Sell
-28,838
Closed -$644K – 802
2026
Q2 		$644K Sell
28,838
-2,325
-7% -$51.8K 0.02% 419
2026
Q1 		$705K Sell
31,163
-4,380
-12% -$100K 0.02% 363
2025
Q4 		$806K Hold
35,543
– – 0.03% 267
2025
Q3 		$831K Hold
35,543
– – 0.03% 252
2025
Q2 		$824K Buy
+35,543
New +$817K 0.03% 234

Other funds holding TLTW

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Avidian Wealth Enterprises's TLTW Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q3 2026, closing a stake of 28,838 shares — an estimated $644K sold.

Avidian Wealth Enterprises first reported a position in TLTW in Q2 2025 and held it in 5 quarters. The position peaked at $831K in Q3 2025. 8 funds tracked by Wall St. Rank hold TLTW as of Q3 2026.

  • Avidian Wealth Enterprises reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q3 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 28,838 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q3 2026, an estimated $644K.
  • Avidian Wealth Enterprises first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q2 2025 and held it in 5 quarters.
  • Avidian Wealth Enterprises's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $831K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.