Park Square Financial Group’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Park Square Financial Group’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	$804	Sell	36 -85	-70%	-$1.89K	0.01%	200
2026 Q1	$2.74K	Buy	+121	New	+$2.77K	0.02%	200
2025 Q3	–	Sell	-378	Closed	-$8.76K	–	878
2025 Q2	$8.76K	Sell	378 -113	-23%	-$2.6K	0.01%	623
2025 Q1	$11.8K	Sell	491 -128	-21%	-$3.04K	0.01%	556
2024 Q4	$14.6K	Buy	+619	New	+$15.6K	0.01%	504

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

Park Square Financial Group's TLTW Position: Q2 2026 in Review

Park Square Financial Group reduced its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 70% in Q2 2026, selling an estimated $1.89K and leaving 36 shares worth $804. The position accounts for 0.01% of the portfolio, ranked #200.

Park Square Financial Group first reported a position in TLTW in Q4 2024 and has held it in 5 quarters since. The position peaked at $14.6K in Q4 2024. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Park Square Financial Group held 36 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $804 as of Q2 2026.
Park Square Financial Group sold 85 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $1.89K.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.01% of Park Square Financial Group's portfolio in Q2 2026, its #200 holding.
Park Square Financial Group first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2024 and has held it in 5 quarters since.
Park Square Financial Group's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $14.6K in Q4 2024.
139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.