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

Fox Hill 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
2025 Q4	–	Sell	-23,646	Closed	-$553K	–	123
2025 Q3	$553K	Sell	23,646 -1,185	-5%	-$27.1K	0.26%	65
2025 Q2	$576K	Sell	24,831 -317	-1%	-$7.29K	0.3%	64
2025 Q1	$605K	Sell	25,148 -449	-2%	-$10.7K	0.36%	60
2024 Q4	$602K	Sell	25,597 -25,981	-50%	-$653K	0.34%	60
2024 Q3	$1.39M	Buy	+51,578	New	+$1.37M	0.77%	46

Other funds holding TLTW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fox Hill Wealth Management's TLTW Position: Q4 2025 in Review

Fox Hill Wealth Management sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q4 2025, closing a stake of 23,646 shares — an estimated $553K sold.

Fox Hill Wealth Management first reported a position in TLTW in Q3 2024 and held it in 5 quarters. The position peaked at $1.39M in Q3 2024. 122 funds tracked by Wall St. Rank hold TLTW as of Q4 2025.

Fox Hill Wealth Management reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q4 2025 after selling out during the quarter.
Fox Hill Wealth Management sold 23,646 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q4 2025, an estimated $553K.
Fox Hill Wealth Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2024 and held it in 5 quarters.
Fox Hill Wealth Management's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $1.39M in Q3 2024.
122 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q4 2025.

Based on Fox Hill Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.