Independent Financial Group’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Independent Financial Group’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 Q3	–	Sell	-9,485	Closed	-$220K	–	1424
2025 Q2	$220K	Sell	9,485 -39,765	-81%	-$914K	0.01%	1183
2025 Q1	$1.18M	Buy	49,250 +11,055	+29%	+$262K	0.04%	437
2024 Q4	$898K	Sell	38,195 -26,120	-41%	-$657K	0.03%	507
2024 Q3	$1.74M	Buy	+64,315	New	+$1.71M	0.06%	297
2024 Q2	–	Sell	-7,570	Closed	-$202K	–	1148
2024 Q1	$202K	Buy	+7,570	New	+$202K	0.01%	951

Other funds holding TLTW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Financial Group's TLTW Position: Q3 2025 in Review

Independent Financial Group sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q3 2025, closing a stake of 9,485 shares — an estimated $220K sold.

Independent Financial Group first reported a position in TLTW in Q1 2024 and held it in 5 quarters. The position peaked at $1.74M in Q3 2024. 100 funds tracked by Wall St. Rank hold TLTW as of Q3 2025.

Independent Financial Group reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q3 2025 after selling out during the quarter.
Independent Financial Group sold 9,485 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q3 2025, an estimated $220K.
Independent Financial Group first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q1 2024 and held it in 5 quarters.
Independent Financial Group's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $1.74M in Q3 2024.
100 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.