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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
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

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIM
Aspen Investment Management Grand Rapids, Michigan $372M AUM 31.31% 1-Year Est. Return

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.