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 Q2	$4.51M	Buy	202,029 +8,447	+4%	+$188K	0.01%	1090
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 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

Cambridge Investment Research Advisors's TLTW Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 4.4% in Q2 2026, buying an estimated $188K and bringing the position to 202,029 shares worth $4.51M. The position accounts for 0.01% of the portfolio, ranked #1090.

Cambridge Investment Research Advisors first reported a position in TLTW in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.74M in Q1 2025. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Cambridge Investment Research Advisors held 202,029 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $4.51M as of Q2 2026.
Cambridge Investment Research Advisors bought 8,447 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $188K.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1090 holding.
Cambridge Investment Research Advisors first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q1 2024 and has held it in 10 quarters since.
Cambridge Investment Research Advisors's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $8.74M in Q1 2025.
139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.