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CoreCap Advisors’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

CoreCap Advisors’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
Q3 		– Sell
-1,045
Closed -$23.3K – 3347
2026
Q2 		$23.3K Buy
+1,045
New +$23.3K ﹤0.01% 1735

Other funds holding TLTW

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

CoreCap Advisors's TLTW Position: Q3 2026 in Review

CoreCap Advisors sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q3 2026, closing a stake of 1,045 shares — an estimated $23.3K sold.

CoreCap Advisors first reported a position in TLTW in Q2 2026 and held it in 1 quarter. The position peaked at $23.3K in Q2 2026. 10 funds tracked by Wall St. Rank hold TLTW as of Q3 2026.

  • CoreCap Advisors reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 1,045 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q3 2026, an estimated $23.3K.
  • CoreCap Advisors first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q2 2026 and held it in 1 quarter.
  • CoreCap Advisors's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $23.3K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.