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Cape Investment Advisory’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Cape Investment Advisory’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 		$42.8K Buy
+1,917
New +$42.7K 0.01% 539

Other funds holding TLTW

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
SAG
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Cape Investment Advisory's TLTW Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q2 2026: 1,917 shares worth $42.8K. The stake represents 0.01% of the portfolio and ranks #539 among its holdings.

34 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • Cape Investment Advisory held 1,917 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $42.8K as of Q2 2026.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #539 holding.
  • 34 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.