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

Northwestern Mutual Wealth Management’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	$570K	Sell	25,524 -11,418	-31%	-$254K	﹤0.01%	1607
2026 Q1	$836K	Buy	36,942 +7,440	+25%	+$170K	﹤0.01%	1404
2025 Q4	$669K	Buy	29,502 +12,850	+77%	+$300K	﹤0.01%	1432
2025 Q3	$389K	Sell	16,652 -1,053	-6%	-$24.1K	﹤0.01%	1539
2025 Q2	$410K	Sell	17,705 -300	-2%	-$6.9K	﹤0.01%	1455
2025 Q1	$433K	Sell	18,005 -4,996	-22%	-$119K	﹤0.01%	1389
2024 Q4	$541K	Sell	23,001 -15,633	-40%	-$393K	﹤0.01%	1299
2024 Q3	$1.04M	Buy	+38,634	New	+$1.03M	﹤0.01%	1045

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

Northwestern Mutual Wealth Management's TLTW Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 31% in Q2 2026, selling an estimated $254K and leaving 25,524 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Northwestern Mutual Wealth Management first reported a position in TLTW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.04M in Q3 2024. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Northwestern Mutual Wealth Management held 25,524 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $570K as of Q2 2026.
Northwestern Mutual Wealth Management sold 11,418 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $254K.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1607 holding.
Northwestern Mutual Wealth Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2024 and has held it in 8 quarters since.
Northwestern Mutual Wealth Management's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $1.04M in Q3 2024.
139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.