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

Farther Finance 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	$7.99M	Buy	394,309 +248,210	+170%	+$5.29M	0.06%	306
2026 Q2	$3.26M	Buy	146,099 +135,281	+1,251%	+$3.01M	0.03%	531
2026 Q1	$245K	Buy	10,818 +10,645	+6,153%	+$243K	﹤0.01%	1883
2025 Q4	$3.93K	Sell	173 -35	-17%	-$817	﹤0.01%	4427
2025 Q3	$4.87K	Sell	208 -418	-67%	-$9.56K	﹤0.01%	3777
2025 Q2	$14.5K	Sell	626 -2,189	-78%	-$50.3K	﹤0.01%	2866
2025 Q1	$68.2K	Buy	+2,815	New	+$66.8K	﹤0.01%	1730

Other funds holding TLTW

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

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

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Farther Finance Advisors's TLTW Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 170% in Q3 2026, buying an estimated $5.29M and bringing the position to 394,309 shares worth $7.99M. The position accounts for 0.06% of the portfolio, ranked #306.

Farther Finance Advisors first reported a position in TLTW in Q1 2025 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold TLTW as of Q3 2026.

Farther Finance Advisors held 394,309 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $7.99M as of Q3 2026.
Farther Finance Advisors bought 248,210 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q3 2026, an estimated $5.29M.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.06% of Farther Finance Advisors's portfolio in Q3 2026, its #306 holding.
Farther Finance Advisors first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q1 2025 and has held it in 7 quarters since.
10 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q3 2026.

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