Dynamic Advisor Solutions’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Dynamic Advisor Solutions’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	$1.35M	Buy	60,279 +8,735	+17%	+$195K	0.04%	417
2026 Q1	$1.17M	Buy	51,544 +6,025	+13%	+$138K	0.04%	426
2025 Q4	$1.03M	Buy	45,519 +9,043	+25%	+$211K	0.03%	452
2025 Q3	$853K	Buy	36,476 +6,273	+21%	+$144K	0.02%	500
2025 Q2	$700K	Sell	30,203 -10,634	-26%	-$245K	0.02%	527
2025 Q1	$983K	Buy	40,837 +4,362	+12%	+$103K	0.03%	422
2024 Q4	$858K	Buy	36,475 +13,549	+59%	+$341K	0.04%	345
2024 Q3	$619K	Buy	22,926 +10,999	+92%	+$292K	0.02%	566
2024 Q2	$306K	Buy	+11,927	New	+$304K	0.01%	757

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

Dynamic Advisor Solutions's TLTW Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 17% in Q2 2026, buying an estimated $195K and bringing the position to 60,279 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #417.

Dynamic Advisor Solutions first reported a position in TLTW in Q2 2024 and has held it in 9 quarters since. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Dynamic Advisor Solutions held 60,279 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $1.35M as of Q2 2026.
Dynamic Advisor Solutions bought 8,735 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $195K.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #417 holding.
Dynamic Advisor Solutions first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q2 2024 and has held it in 9 quarters since.
139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.