Diversify Wealth Management’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Diversify Wealth Management’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	$303K	Hold	14,000	–	–	0.01%	1050
2026 Q1	$312K	Sell	14,000 -5,500	-28%	-$126K	0.01%	946
2025 Q4	$446K	Hold	19,500	–	–	0.02%	464
2025 Q3	$463K	Hold	19,500	–	–	0.03%	393
2025 Q2	$445K	Hold	19,500	–	–	0.03%	389
2025 Q1	$463K	Hold	19,500	–	–	0.03%	367
2024 Q4	$449K	Hold	19,500	–	–	0.04%	365
2024 Q3	$494K	Sell	19,500 -2,000	-9%	-$53.1K	0.05%	319
2024 Q2	$570K	Buy	+21,500	New	+$549K	0.07%	242

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

Diversify Wealth Management's TLTW Position: Q2 2026 in Review

Diversify Wealth Management held its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) position steady in Q2 2026 at 14,000 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #1050.

Diversify Wealth Management first reported a position in TLTW in Q2 2024 and has held it in 9 quarters since. The position peaked at $570K in Q2 2024. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Diversify Wealth Management held 14,000 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $303K as of Q2 2026.
Diversify Wealth Management left its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1050 holding.
Diversify Wealth Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $570K in Q2 2024.
139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.