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Golden State Equity Partners’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Golden State Equity Partners’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 		$1.88M Sell
84,320
-160,830
-66% -$3.58M 5.07% 3
2026
Q1 		$5.55M Buy
245,150
+125,593
+105% +$2.87M 0.42% 39
2025
Q4 		$2.71M Buy
119,557
+98,740
+474% +$2.3M 0.44% 38
2025
Q3 		$487K Buy
20,817
+6,511
+46% +$149K 0.08% 261
2025
Q2 		$332K Sell
14,306
-629
-4% -$14.5K 0.06% 325
2025
Q1 		$359K Buy
+14,935
New +$354K 0.07% 304

Other funds holding TLTW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Golden State Equity Partners's TLTW Position: Q2 2026 in Review

Golden State Equity Partners reduced its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 66% in Q2 2026, selling an estimated $3.58M and leaving 84,320 shares worth $1.88M. The position accounts for 5.07% of the portfolio, ranked #3.

Golden State Equity Partners first reported a position in TLTW in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.55M in Q1 2026. 66 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • Golden State Equity Partners held 84,320 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $1.88M as of Q2 2026.
  • Golden State Equity Partners sold 160,830 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $3.58M.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 5.07% of Golden State Equity Partners's portfolio in Q2 2026, its #3 holding.
  • Golden State Equity Partners first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q1 2025 and has held it in 6 quarters since.
  • Golden State Equity Partners's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $5.55M in Q1 2026.
  • 66 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.