MGO One Seven
TLTW icon

MGO One Seven’s iShares TLT Premium Income+ ETF TLTW Stock Holding History

MGO One Seven’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 		$2.64M Sell
130,085
-948
-0.7% -$20.2K 0.04% 403
2026
Q2 		$2.93M Buy
131,033
+18,090
+16% +$403K 0.05% 388
2026
Q1 		$2.55M Buy
112,943
+63,285
+127% +$1.45M 0.05% 386
2025
Q4 		$1.13M Buy
+49,658
New +$1.16M 0.02% 598

Other funds holding TLTW

Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Trust Services
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
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

MGO One Seven's TLTW Position: Q3 2026 in Review

MGO One Seven reduced its iShares TLT Premium Income+ ETF (TLTW) stake by 0.72% in Q3 2026, selling an estimated $20.2K and leaving 130,085 shares worth $2.64M. The position accounts for 0.04% of the portfolio, ranked #403.

MGO One Seven first reported a position in TLTW in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.93M in Q2 2026. 40 funds tracked by Wall St. Rank hold TLTW as of Q3 2026.

  • MGO One Seven held 130,085 shares of iShares TLT Premium Income+ ETF worth $2.64M as of Q3 2026.
  • MGO One Seven sold 948 iShares TLT Premium Income+ ETF shares in Q3 2026, an estimated $20.2K.
  • iShares TLT Premium Income+ ETF made up 0.04% of MGO One Seven's portfolio in Q3 2026, its #403 holding.
  • MGO One Seven first reported a position in iShares TLT Premium Income+ ETF in Q4 2025 and has held it in 4 quarters since.
  • MGO One Seven's iShares TLT Premium Income+ ETF position peaked at $2.93M in Q2 2026.
  • 40 funds tracked by Wall St. Rank held iShares TLT Premium Income+ ETF as of Q3 2026.

Based on MGO One Seven's 13F filing for Q3 2026, filed 28 Oct 2026.