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

Belpointe Asset 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	$765K	Buy	+34,264	New	+$763K	0.03%	577
2025 Q4	–	Sell	-22,966	Closed	-$537K	–	1105
2025 Q3	$537K	Sell	22,966 -2,689	-10%	-$61.5K	0.02%	605
2025 Q2	$595K	Buy	25,655 +2,904	+13%	+$66.8K	0.02%	519
2025 Q1	$547K	Buy	22,751 +4,019	+21%	+$95.3K	0.03%	535
2024 Q4	$499K	Buy	18,732 +5,220	+39%	+$131K	0.03%	503
2024 Q3	$365K	Sell	13,512 -2,706	-17%	-$71.8K	0.02%	598
2024 Q2	$416K	Buy	16,218 +355	+2%	+$9.06K	0.03%	492
2024 Q1	$424K	Buy	15,863 +7,806	+97%	+$208K	0.03%	480
2023 Q4	$221K	Buy	+8,057	New	+$224K	0.02%	630

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

Belpointe Asset Management's TLTW Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q2 2026: 34,264 shares worth $765K. The stake represents 0.03% of the portfolio and ranks #577 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in TLTW as recently as Q3 2025.

Belpointe Asset Management first reported a position in TLTW in Q4 2023 and has held it in 9 quarters since. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Belpointe Asset Management held 34,264 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $765K as of Q2 2026.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF was a new Belpointe Asset Management position in Q2 2026.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #577 holding.
Belpointe Asset Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2023 and has held it in 9 quarters since.
139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.