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Latitude Advisors’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Latitude Advisors’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 		$297K Buy
13,280
+470
+4% +$10.5K 0.12% 188
2026
Q1 		$290K Buy
12,810
+1,026
+9% +$23.5K 0.13% 171
2025
Q4 		$267K Sell
11,784
-2,666
-18% -$62.2K 0.12% 182
2025
Q3 		$338K Sell
14,450
-7,495
-34% -$171K 0.15% 134
2025
Q2 		$509K Buy
21,945
+477
+2% +$11K 0.26% 90
2025
Q1 		$517K Sell
21,468
-782
-4% -$18.6K 0.3% 85
2024
Q4 		$523K Sell
22,250
-20,877
-48% -$525K 0.29% 83
2024
Q3 		$1.16M Sell
43,127
-7,397
-15% -$196K 0.66% 34
2024
Q2 		$1.3M Sell
50,524
-1,918
-4% -$49K 0.79% 24
2024
Q1 		$1.4M Buy
52,442
+14,067
+37% +$375K 0.88% 23
2023
Q4 		$1.05M Buy
+38,375
New +$1.07M 0.74% 29

Other funds holding TLTW

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Latitude Advisors's TLTW Position: Q2 2026 in Review

Latitude Advisors increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 3.7% in Q2 2026, buying an estimated $10.5K and bringing the position to 13,280 shares worth $297K. The position accounts for 0.12% of the portfolio, ranked #188.

Latitude Advisors first reported a position in TLTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.4M in Q1 2024. 52 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • Latitude Advisors held 13,280 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $297K as of Q2 2026.
  • Latitude Advisors bought 470 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $10.5K.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.12% of Latitude Advisors's portfolio in Q2 2026, its #188 holding.
  • Latitude Advisors first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2023 and has held it in 11 quarters since.
  • Latitude Advisors's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $1.4M in Q1 2024.
  • 52 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.