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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
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

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Morgan Stanley
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return