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Coordinated Financial Services’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Coordinated Financial Services’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 		$679K Buy
30,025
+15,435
+106% +$353K 0.39% 81
2025
Q4 		$331K Buy
14,590
+5,370
+58% +$125K 0.19% 129
2025
Q3 		$216K Sell
9,220
-2,383
-21% -$54.5K 0.14% 152
2025
Q2 		$269K Buy
11,603
+2,053
+21% +$47.2K 0.19% 127
2025
Q1 		$230K Buy
+9,550
New +$227K 0.18% 126

Other funds holding TLTW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Coordinated Financial Services's TLTW Position: Q1 2026 in Review

Coordinated Financial Services increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 106% in Q1 2026, buying an estimated $353K and bringing the position to 30,025 shares worth $679K. The position accounts for 0.39% of the portfolio, ranked #81.

Coordinated Financial Services first reported a position in TLTW in Q1 2025 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold TLTW as of Q1 2026.

  • Coordinated Financial Services held 30,025 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $679K as of Q1 2026.
  • Coordinated Financial Services bought 15,435 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $353K.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.39% of Coordinated Financial Services's portfolio in Q1 2026, its #81 holding.
  • Coordinated Financial Services first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q1 2025 and has held it in 5 quarters since.
  • 132 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.