KFS
TLTW icon

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

Kaizen Financial Strategies’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
Q3 		$523K Buy
+25,800
New +$550K 0.21% 86

Other funds holding TLTW

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Kaizen Financial Strategies's TLTW Position: Q3 2026 in Review

Kaizen Financial Strategies opened a new position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q3 2026: 25,800 shares worth $523K. The stake represents 0.21% of the portfolio and ranks #86 among its holdings.

10 funds tracked by Wall St. Rank hold TLTW as of Q3 2026.

  • Kaizen Financial Strategies held 25,800 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $523K as of Q3 2026.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF was a new Kaizen Financial Strategies position in Q3 2026.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.21% of Kaizen Financial Strategies's portfolio in Q3 2026, its #86 holding.
  • 10 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.