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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$32.7M Sell
1,506,792
-714,247
-32% -$15.9M 3.72% 5
2026
Q1
$49.4M Buy
2,221,039
+2,211,001
+22,026% +$50.5M 5.76% 3
2025
Q4
$227K Buy
+10,038
New +$234K 0.04% 155

Other funds holding TLTW

Foguth Wealth Management's TLTW Position: Q2 2026 in Review

Foguth Wealth Management reduced its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 32% in Q2 2026, selling an estimated $15.9M and leaving 1,506,792 shares worth $32.7M. The position accounts for 3.72% of the portfolio, ranked #5.

Foguth Wealth Management first reported a position in TLTW in Q4 2025 and has held it in 3 quarters since. The position peaked at $49.4M in Q1 2026. 23 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • Foguth Wealth Management held 1,506,792 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $32.7M as of Q2 2026.
  • Foguth Wealth Management sold 714,247 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $15.9M.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 3.72% of Foguth Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Foguth Wealth Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Foguth Wealth Management's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $49.4M in Q1 2026.
  • 23 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.