FWM
TLTW icon

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

Foguth Wealth Management’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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Foguth Wealth Management's TLTW Position: Q1 2026 in Review

Foguth Wealth Management increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 22,026% in Q1 2026, buying an estimated $50.5M and bringing the position to 2,221,039 shares worth $49.4M. The position accounts for 5.76% of the portfolio, ranked #3.

Foguth Wealth Management first reported a position in TLTW in Q4 2025 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold TLTW as of Q1 2026.

  • Foguth Wealth Management held 2,221,039 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $49.4M as of Q1 2026.
  • Foguth Wealth Management bought 2,211,001 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $50.5M.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 5.76% of Foguth Wealth Management's portfolio in Q1 2026, its #3 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 2 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Foguth Wealth Management's 13F filing for Q1 2026, filed 1 Jun 2026.