IAA
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Independent Advisor Alliance’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Independent Advisor Alliance’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 		$251K Sell
11,240
-17,345
-61% -$386K 0.01% 892
2026
Q1 		$647K Buy
28,585
+18,445
+182% +$422K 0.01% 1013
2025
Q4 		$230K Buy
+10,140
New +$237K 0.01% 888

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 22.9% 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

Independent Advisor Alliance's TLTW Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 61% in Q2 2026, selling an estimated $386K and leaving 11,240 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #892.

Independent Advisor Alliance first reported a position in TLTW in Q4 2025 and has held it in 3 quarters since. The position peaked at $647K in Q1 2026. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • Independent Advisor Alliance held 11,240 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $251K as of Q2 2026.
  • Independent Advisor Alliance sold 17,345 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $386K.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #892 holding.
  • Independent Advisor Alliance first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Independent Advisor Alliance's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $647K in Q1 2026.
  • 139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.