Global Wealth Strategies & Associates’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Global Wealth Strategies & Associates’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	$256K	Sell	12,619 -354	-3%	-$7.55K	0.05%	92
2026 Q2	$290K	Buy	12,973 +906	+8%	+$20.2K	0.05%	77
2026 Q1	$273K	Sell	12,067 -235	-2%	-$5.37K	0.07%	67
2025 Q4	$279K	Sell	12,302 -4,024	-25%	-$93.9K	0.07%	60
2025 Q3	$382K	Sell	16,326 -1,915	-10%	-$43.8K	0.1%	53
2025 Q2	$423K	Sell	18,241 -1,461	-7%	-$33.6K	0.12%	37
2025 Q1	$474K	Sell	19,702 -9,862	-33%	-$234K	0.14%	29
2024 Q4	$695K	Buy	+29,564	New	+$743K	0.22%	29

Other funds holding TLTW

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Global Wealth Strategies & Associates's TLTW Position: Q3 2026 in Review

Global Wealth Strategies & Associates reduced its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 2.7% in Q3 2026, selling an estimated $7.55K and leaving 12,619 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #92.

Global Wealth Strategies & Associates first reported a position in TLTW in Q4 2024 and has held it in 8 quarters since. The position peaked at $695K in Q4 2024. 16 funds tracked by Wall St. Rank hold TLTW as of Q3 2026.

Global Wealth Strategies & Associates held 12,619 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $256K as of Q3 2026.
Global Wealth Strategies & Associates sold 354 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q3 2026, an estimated $7.55K.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.05% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #92 holding.
Global Wealth Strategies & Associates first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2024 and has held it in 8 quarters since.
Global Wealth Strategies & Associates's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $695K in Q4 2024.
16 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.