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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Global Wealth Strategies & Associates's TLTW Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 7.5% in Q2 2026, buying an estimated $20.2K and bringing the position to 12,973 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #77.

Global Wealth Strategies & Associates first reported a position in TLTW in Q4 2024 and has held it in 7 quarters since. The position peaked at $695K in Q4 2024. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • Global Wealth Strategies & Associates held 12,973 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $290K as of Q2 2026.
  • Global Wealth Strategies & Associates bought 906 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $20.2K.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.05% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #77 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 7 quarters since.
  • Global Wealth Strategies & Associates's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $695K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.