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

Mount Yale Investment 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
Q1 		$548K Buy
24,240
+1,116
+5% +$25.5K 0.01% 688
2025
Q4 		$524K Buy
23,124
+537
+2% +$12.5K 0.03% 452
2025
Q3 		$528K Buy
+22,587
New +$517K 0.04% 407

Other funds holding TLTW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Mount Yale Investment Advisors's TLTW Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 4.8% in Q1 2026, buying an estimated $25.5K and bringing the position to 24,240 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #688.

Mount Yale Investment Advisors first reported a position in TLTW in Q3 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold TLTW as of Q1 2026.

  • Mount Yale Investment Advisors held 24,240 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $548K as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,116 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $25.5K.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #688 holding.
  • Mount Yale Investment Advisors first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.