FIG Financial Advisory Services
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FIG Financial Advisory Services’s iShares TLT Premium Income+ ETF TLTW Stock Holding History

FIG Financial Advisory Services’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 		– Sell
-96,627
Closed -$2.19M – 103
2026
Q1 		$2.19M Buy
+96,627
New +$2.21M 1.37% 11

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Foguth Wealth Management
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LPL Financial
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BlackRock
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Quantinno Capital Management
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Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

FIG Financial Advisory Services's TLTW Position: Q2 2026 in Review

FIG Financial Advisory Services sold out of iShares TLT Premium Income+ ETF (TLTW) in Q2 2026, closing a stake of 96,627 shares — an estimated $2.19M sold.

FIG Financial Advisory Services first reported a position in TLTW in Q1 2026 and held it in 1 quarter. The position peaked at $2.19M in Q1 2026. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • FIG Financial Advisory Services reported no remaining iShares TLT Premium Income+ ETF position as of Q2 2026 after selling out during the quarter.
  • FIG Financial Advisory Services sold 96,627 iShares TLT Premium Income+ ETF shares in Q2 2026, an estimated $2.19M.
  • FIG Financial Advisory Services first reported a position in iShares TLT Premium Income+ ETF in Q1 2026 and held it in 1 quarter.
  • FIG Financial Advisory Services's iShares TLT Premium Income+ ETF position peaked at $2.19M in Q1 2026.
  • 139 funds tracked by Wall St. Rank held iShares TLT Premium Income+ ETF as of Q2 2026.

Based on FIG Financial Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.