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 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

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

Avidian Wealth Enterprises's TLTW Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 7.5% in Q2 2026, selling an estimated $51.8K and leaving 28,838 shares worth $644K. The position accounts for 0.02% of the portfolio, ranked #419.

Avidian Wealth Enterprises first reported a position in TLTW in Q2 2025 and has held it in 5 quarters since. The position peaked at $831K in Q3 2025. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Avidian Wealth Enterprises held 28,838 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $644K as of Q2 2026.
Avidian Wealth Enterprises sold 2,325 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $51.8K.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #419 holding.
Avidian Wealth Enterprises first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q2 2025 and has held it in 5 quarters since.
Avidian Wealth Enterprises's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $831K in Q3 2025.
139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.