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

Cetera Investment Advisers’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 		$26.7M Sell
1,194,002
-189,321
-14% -$4.22M 0.02% 622
2026
Q1 		$31.3M Buy
1,383,323
+215,475
+18% +$4.93M 0.03% 514
2025
Q4 		$26.5M Buy
1,167,848
+289,721
+33% +$6.76M 0.03% 546
2025
Q3 		$20.5M Buy
878,127
+272,265
+45% +$6.23M 0.02% 636
2025
Q2 		$14M Buy
605,862
+206,798
+52% +$4.76M 0.02% 658
2025
Q1 		$9.6M Buy
399,064
+169,914
+74% +$4.03M 0.02% 795
2024
Q4 		$5.39M Buy
229,150
+71,686
+46% +$1.8M 0.01% 997
2024
Q3 		$4.25M Buy
157,464
+9,450
+6% +$251K 0.01% 1087
2024
Q2 		$3.8M Sell
148,014
-33,651
-19% -$859K 0.01% 1149
2024
Q1 		$4.85M Buy
181,665
+85,730
+89% +$2.28M 0.01% 997
2023
Q4 		$2.64M Buy
+95,935
New +$2.67M 0.02% 678

Other funds holding TLTW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
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
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Cetera Investment Advisers's TLTW Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 14% in Q2 2026, selling an estimated $4.22M and leaving 1,194,002 shares worth $26.7M. The position accounts for 0.02% of the portfolio, ranked #622.

Cetera Investment Advisers first reported a position in TLTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.3M in Q1 2026. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • Cetera Investment Advisers held 1,194,002 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $26.7M as of Q2 2026.
  • Cetera Investment Advisers sold 189,321 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $4.22M.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #622 holding.
  • Cetera Investment Advisers first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2023 and has held it in 11 quarters since.
  • Cetera Investment Advisers's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $31.3M in Q1 2026.
  • 139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.