Jeff Yass’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Jeff Yass’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	$6.45M	Buy	288,766 +266,398	+1,191%	+$5.93M	﹤0.01%	4151
2026 Q1	$506K	Buy	+22,368	New	+$511K	﹤0.01%	9635
2025 Q2	–	Sell	-39,791	Closed	-$957K	–	13722
2025 Q1	$957K	Sell	39,791 -31,950	-45%	-$758K	﹤0.01%	7365
2024 Q4	$1.69M	Buy	+71,741	New	+$1.8M	﹤0.01%	5690
2024 Q3	–	Sell	-16,987	Closed	-$436K	–	13050
2024 Q2	$436K	Sell	16,987 -105,911	-86%	-$2.7M	﹤0.01%	8602
2024 Q1	$3.28M	Buy	122,898 +102,565	+504%	+$2.73M	﹤0.01%	4344
2023 Q4	$559K	Buy	+20,333	New	+$565K	﹤0.01%	8384
2023 Q2	–	Sell	-14,496	Closed	-$501K	–	13136
2023 Q1	$501K	Sell	14,496 -21,678	-60%	-$738K	﹤0.01%	8563
2022 Q4	$1.17M	Buy	36,174 +13,515	+60%	+$462K	﹤0.01%	5827
2022 Q3	$821K	Buy	+22,659	New	+$860K	﹤0.01%	7153

Other funds holding TLTW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jeff Yass's TLTW Position: Q2 2026 in Review

Jeff Yass increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 1,191% in Q2 2026, buying an estimated $5.93M and bringing the position to 288,766 shares worth $6.45M. The position accounts for ﹤0.01% of the portfolio, ranked #4151.

Jeff Yass first reported a position in TLTW in Q3 2022 and has held it in 10 quarters since. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Jeff Yass held 288,766 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $6.45M as of Q2 2026.
Jeff Yass bought 266,398 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $5.93M.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4151 holding.
Jeff Yass first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2022 and has held it in 10 quarters since.
139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.