MML Investors Services’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

MML Investors Services’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	$6.63M	Buy	296,611 +170,849	+136%	+$3.8M	0.01%	834
2026 Q1	$2.84M	Buy	125,762 +18,657	+17%	+$427K	0.01%	1119
2025 Q4	$2.43M	Buy	107,105 +25,264	+31%	+$589K	0.01%	1269
2025 Q3	$1.91M	Sell	81,841 -249,699	-75%	-$5.71M	0.01%	1347
2025 Q2	$7.68M	Sell	331,540 -16,396	-5%	-$377K	0.02%	622
2025 Q1	$8.37M	Sell	347,936 -225,533	-39%	-$5.35M	0.03%	544
2024 Q4	$13.5M	Sell	573,469 -151,087	-21%	-$3.8M	0.05%	380
2024 Q3	$19.6M	Sell	724,556 -16,239	-2%	-$431K	0.07%	271
2024 Q2	$19M	Sell	740,795 -57,687	-7%	-$1.47M	0.08%	255
2024 Q1	$21.3M	Buy	798,482 +120,017	+18%	+$3.2M	0.09%	231
2023 Q4	$18.6M	Buy	+678,465	New	+$18.9M	0.09%	241

Other funds holding TLTW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MML Investors Services's TLTW Position: Q2 2026 in Review

MML Investors Services increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 136% in Q2 2026, buying an estimated $3.8M and bringing the position to 296,611 shares worth $6.63M. The position accounts for 0.01% of the portfolio, ranked #834.

MML Investors Services first reported a position in TLTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.3M in Q1 2024. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

MML Investors Services held 296,611 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $6.63M as of Q2 2026.
MML Investors Services bought 170,849 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $3.8M.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #834 holding.
MML Investors Services first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2023 and has held it in 11 quarters since.
MML Investors Services's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $21.3M in Q1 2024.
139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.