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

FSC Wealth Advisors’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	-10,216	Closed	-$239K	–	69
2025 Q3	$239K	Buy	10,216 +1,398	+16%	+$32K	0.14%	67
2025 Q2	$204K	Sell	8,818 -221	-2%	-$5.08K	0.13%	70
2025 Q1	$217K	Buy	9,039 +4,389	+94%	+$104K	0.14%	60
2024 Q4	$109K	Sell	4,650 -3,015	-39%	-$75.8K	0.07%	82
2024 Q3	$207K	Buy	7,665 +384	+5%	+$10.2K	0.15%	65
2024 Q2	$187K	Buy	7,281 +253	+4%	+$6.46K	0.14%	57
2024 Q1	$188K	Buy	7,028 +2,307	+49%	+$61.4K	0.13%	55
2023 Q4	$130K	Buy	+4,721	New	+$131K	0.1%	61

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

FSC Wealth Advisors's TLTW Position: Q4 2025 in Review

FSC Wealth Advisors sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q4 2025, closing a stake of 10,216 shares — an estimated $239K sold.

FSC Wealth Advisors first reported a position in TLTW in Q4 2023 and held it in 8 quarters. The position peaked at $239K in Q3 2025. 122 funds tracked by Wall St. Rank hold TLTW as of Q4 2025.

FSC Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q4 2025 after selling out during the quarter.
FSC Wealth Advisors sold 10,216 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q4 2025, an estimated $239K.
FSC Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2023 and held it in 8 quarters.
FSC Wealth Advisors's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $239K in Q3 2025.
122 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.