Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$4.38M Buy
193,582
+31,794
+20% +$727K 0.01% 1041
2025
Q4 		$3.67M Sell
161,788
-10,726
-6% -$250K 0.01% 1098
2025
Q3 		$4.03M Sell
172,514
-2,043
-1% -$46.7K 0.01% 1037
2025
Q2 		$4.05M Sell
174,557
-188,834
-52% -$4.34M 0.01% 964
2025
Q1 		$8.74M Buy
363,391
+91,204
+34% +$2.16M 0.03% 559
2024
Q4 		$6.4M Buy
272,187
+49,814
+22% +$1.25M 0.02% 670
2024
Q3 		$6M Buy
222,373
+173,504
+355% +$4.6M 0.02% 713
2024
Q2 		$1.25M Buy
48,869
+38,731
+382% +$988K ﹤0.01% 1609
2024
Q1 		$271K Buy
+10,138
New +$270K ﹤0.01% 2785

Other funds holding TLTW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return