Core Wealth Advisors (Florida)’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Core Wealth Advisors (Florida)’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	$759K	Buy	33,982 +15,261	+82%	+$340K	0.15%	58
2026 Q1	$423K	Buy	+18,721	New	+$428K	0.1%	75
2023 Q4	–	Sell	-6,095	Closed	-$176K	–	290
2023 Q3	$176K	Buy	6,095 +2,888	+90%	+$89.8K	0.07%	47
2023 Q2	$107K	Buy	+3,207	New	+$107K	0.04%	61

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

Core Wealth Advisors (Florida)'s TLTW Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 82% in Q2 2026, buying an estimated $340K and bringing the position to 33,982 shares worth $759K. The position accounts for 0.15% of the portfolio, ranked #58.

Core Wealth Advisors (Florida) first reported a position in TLTW in Q2 2023 and has held it in 4 quarters since. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Core Wealth Advisors (Florida) held 33,982 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $759K as of Q2 2026.
Core Wealth Advisors (Florida) bought 15,261 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $340K.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.15% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #58 holding.
Core Wealth Advisors (Florida) first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q2 2023 and has held it in 4 quarters since.
139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.