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

OneDigital 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 		$441K Buy
+19,737
New +$440K ﹤0.01% 1094

Other funds holding TLTW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
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
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

OneDigital Investment Advisors's TLTW Position: Q2 2026 in Review

OneDigital Investment Advisors opened a new position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q2 2026: 19,737 shares worth $441K. The stake represents ﹤0.01% of the portfolio and ranks #1094 among its holdings.

139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • OneDigital Investment Advisors held 19,737 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $441K as of Q2 2026.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF was a new OneDigital Investment Advisors position in Q2 2026.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1094 holding.
  • 139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.