LPL Financial
TLTW icon

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

LPL Financial’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 		$31.8M Buy
1,423,267
+105,079
+8% +$2.34M 0.01% 1277
2026
Q1 		$29.8M Buy
1,318,188
+74,343
+6% +$1.7M 0.01% 1201
2025
Q4 		$28.2M Buy
1,243,845
+480,552
+63% +$11.2M 0.01% 1178
2025
Q3 		$17.8M Buy
763,293
+226,491
+42% +$5.18M 0.01% 1438
2025
Q2 		$12.4M Buy
536,802
+42,969
+9% +$988K ﹤0.01% 1565
2025
Q1 		$11.9M Buy
493,833
+56,527
+13% +$1.34M ﹤0.01% 1486
2024
Q4 		$10.3M Sell
437,306
-492,302
-53% -$12.4M ﹤0.01% 1530
2024
Q3 		$25.1M Buy
929,608
+815,869
+717% +$21.6M 0.01% 925
2024
Q2 		$2.92M Sell
113,739
-33,161
-23% -$846K ﹤0.01% 2282
2024
Q1 		$3.92M Sell
146,900
-112,581
-43% -$3M ﹤0.01% 1968
2023
Q4 		$7.13M Buy
259,481
+94,017
+57% +$2.61M ﹤0.01% 1457
2023
Q3 		$4.78M Buy
+165,464
New +$5.15M ﹤0.01% 1623

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 22.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
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
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

LPL Financial's TLTW Position: Q2 2026 in Review

LPL Financial increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 8% in Q2 2026, buying an estimated $2.34M and bringing the position to 1,423,267 shares worth $31.8M. The position accounts for 0.01% of the portfolio, ranked #1277.

LPL Financial first reported a position in TLTW in Q3 2023 and has held it in 12 quarters since. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • LPL Financial held 1,423,267 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $31.8M as of Q2 2026.
  • LPL Financial bought 105,079 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $2.34M.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1277 holding.
  • LPL Financial first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2023 and has held it in 12 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.