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

Dogwood 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
2025
Q4 		– Sell
-250
Closed -$5.84K – 820
2025
Q3 		$5.84K Buy
+250
New +$5.72K ﹤0.01% 369

Other funds holding TLTW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dogwood Wealth Management's TLTW Position: Q4 2025 in Review

Dogwood Wealth Management sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q4 2025, closing a stake of 250 shares — an estimated $5.84K sold.

Dogwood Wealth Management first reported a position in TLTW in Q3 2025 and held it in 1 quarter. The position peaked at $5.84K in Q3 2025. 122 funds tracked by Wall St. Rank hold TLTW as of Q4 2025.

  • Dogwood Wealth Management reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 250 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q4 2025, an estimated $5.84K.
  • Dogwood Wealth Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $5.84K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.