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FIG Financial Advisory Services’s iShares 20+ Year Treasury Bond BuyWrite Strategy 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

Other funds holding TLTW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
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
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

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

FIG Financial Advisory Services sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy 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. 135 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • FIG Financial Advisory Services reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • FIG Financial Advisory Services sold 96,627 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $2.19M.
  • FIG Financial Advisory Services first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q1 2026 and held it in 1 quarter.
  • FIG Financial Advisory Services's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $2.19M in Q1 2026.
  • 135 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

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