Carson Wealth (CWM LLC)’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Carson Wealth (CWM LLC)’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
2025 Q3	–	Sell	-60,001	Closed	-$1.39M	–	5548
2025 Q2	$1.39M	Buy	60,001 +60,000	+6,000,000%	+$1.38M	﹤0.01%	1098
2025 Q1	$0	Hold	1	–	–	﹤0.01%	5204
2024 Q4	$0	Sell	1 -10,266	-100%	-$258K	﹤0.01%	5163
2024 Q3	$277K	Hold	10,267	–	–	﹤0.01%	1589
2024 Q2	$264K	Buy	10,267 +10,266	+1,026,600%	+$262K	﹤0.01%	1448
2024 Q1	$0	Buy	+1	New	+$27	﹤0.01%	4742
2023 Q4	–	Sell	-521	Closed	-$15K	–	4514
2023 Q3	$15K	Buy	521 +213	+69%	+$6.63K	﹤0.01%	2894
2023 Q2	$10K	Buy	308 +307	+30,700%	+$10.3K	﹤0.01%	3104
2023 Q1	$0	Buy	+1	New	+$34	﹤0.01%	4341

Other funds holding TLTW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TLTW Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q3 2025, closing a stake of 60,001 shares — an estimated $1.39M sold.

Carson Wealth (CWM LLC) first reported a position in TLTW in Q1 2023 and held it in 9 quarters. The position peaked at $1.39M in Q2 2025. 100 funds tracked by Wall St. Rank hold TLTW as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 60,001 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q3 2025, an estimated $1.39M.
Carson Wealth (CWM LLC) first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q1 2023 and held it in 9 quarters.
Carson Wealth (CWM LLC)'s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $1.39M in Q2 2025.
100 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.