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 Q2	$510K	Sell	22,833 -1,407	-6%	-$31.3K	0.01%	778
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 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 22.9% 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

Mount Yale Investment Advisors's TLTW Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 5.8% in Q2 2026, selling an estimated $31.3K and leaving 22,833 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #778.

Mount Yale Investment Advisors first reported a position in TLTW in Q3 2025 and has held it in 4 quarters since. The position peaked at $548K in Q1 2026. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Mount Yale Investment Advisors held 22,833 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $510K as of Q2 2026.
Mount Yale Investment Advisors sold 1,407 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $31.3K.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #778 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 4 quarters since.
Mount Yale Investment Advisors's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $548K in Q1 2026.
139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.