Foguth Wealth Management
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Foguth Wealth Management’s iShares TLT Premium Income+ 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
Q3 		$529K Sell
25,666
-1,481,126
-98% -$31.6M 0.05% 130
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

Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Foguth Wealth Management's TLTW Position: Q3 2026 in Review

Foguth Wealth Management reduced its iShares TLT Premium Income+ ETF (TLTW) stake by 98% in Q3 2026, selling an estimated $31.6M and leaving 25,666 shares worth $529K. The position accounts for 0.05% of the portfolio, ranked #130.

Foguth Wealth Management first reported a position in TLTW in Q4 2025 and has held it in 4 quarters since. The position peaked at $49.4M in Q1 2026. 28 funds tracked by Wall St. Rank hold TLTW as of Q3 2026.

  • Foguth Wealth Management held 25,666 shares of iShares TLT Premium Income+ ETF worth $529K as of Q3 2026.
  • Foguth Wealth Management sold 1,481,126 iShares TLT Premium Income+ ETF shares in Q3 2026, an estimated $31.6M.
  • iShares TLT Premium Income+ ETF made up 0.05% of Foguth Wealth Management's portfolio in Q3 2026, its #130 holding.
  • Foguth Wealth Management first reported a position in iShares TLT Premium Income+ ETF in Q4 2025 and has held it in 4 quarters since.
  • Foguth Wealth Management's iShares TLT Premium Income+ ETF position peaked at $49.4M in Q1 2026.
  • 28 funds tracked by Wall St. Rank held iShares TLT Premium Income+ ETF as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.