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Joseph P. Lucia & Associates’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Joseph P. Lucia & 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
12,994
+505
+4% +$11.2K 0.09% 154
2026
Q1 		$283K Buy
12,489
+500
+4% +$11.4K 0.1% 137
2025
Q4 		$272K Buy
+11,989
New +$280K 0.1% 140

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

Joseph P. Lucia & Associates's TLTW Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 4% in Q2 2026, buying an estimated $11.2K and bringing the position to 12,994 shares worth $290K. The position accounts for 0.09% of the portfolio, ranked #154.

Joseph P. Lucia & Associates first reported a position in TLTW in Q4 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • Joseph P. Lucia & Associates held 12,994 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $290K as of Q2 2026.
  • Joseph P. Lucia & Associates bought 505 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $11.2K.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.09% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #154 holding.
  • Joseph P. Lucia & Associates first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.