Mather Group’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Mather Group’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 Q1	$3.18M	Buy	+140,524	New	+$3.21M	0.03%	173

Other funds holding TLTW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

Mather Group's TLTW Position: Q1 2026 in Review

Mather Group opened a new position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q1 2026: 140,524 shares worth $3.18M. The stake represents 0.03% of the portfolio and ranks #173 among its holdings.

131 funds tracked by Wall St. Rank hold TLTW as of Q1 2026.

Mather Group held 140,524 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $3.18M as of Q1 2026.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF was a new Mather Group position in Q1 2026.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.03% of Mather Group's portfolio in Q1 2026, its #173 holding.
131 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.