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

Mutual 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	$2.63M	Buy	117,880 +48,435	+70%	+$1.08M	0.05%	353
2026 Q1	$1.57M	Buy	69,445 +42,070	+154%	+$962K	0.03%	448
2025 Q4	$621K	Buy	27,375 +12,162	+80%	+$284K	0.01%	769
2025 Q3	$364K	Hold	15,213	–	–	0.01%	990
2025 Q2	$345K	Buy	+15,213	New	+$350K	0.01%	933

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

Mutual Advisors's TLTW Position: Q2 2026 in Review

Mutual Advisors increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 70% in Q2 2026, buying an estimated $1.08M and bringing the position to 117,880 shares worth $2.63M. The position accounts for 0.05% of the portfolio, ranked #353.

Mutual Advisors first reported a position in TLTW in Q2 2025 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Mutual Advisors held 117,880 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $2.63M as of Q2 2026.
Mutual Advisors bought 48,435 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $1.08M.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.05% of Mutual Advisors's portfolio in Q2 2026, its #353 holding.
Mutual Advisors first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q2 2025 and has held it in 5 quarters since.
139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.