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 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 $1.37T AUM 24.88% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

Park Square Financial Group's TLTW Position: Q1 2026 in Review

Park Square Financial Group opened a new position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q1 2026: 121 shares worth $2.74K. The stake represents 0.02% of the portfolio and ranks #200 among its holdings. This is a return to the name: Park Square Financial Group previously reported a position in TLTW as recently as Q2 2025.

Park Square Financial Group first reported a position in TLTW in Q4 2024 and has held it in 4 quarters since. The position peaked at $14.6K in Q4 2024. 131 funds tracked by Wall St. Rank hold TLTW as of Q1 2026.

Park Square Financial Group held 121 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $2.74K as of Q1 2026.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF was a new Park Square Financial Group position in Q1 2026.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.02% of Park Square Financial Group's portfolio in Q1 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 4 quarters since.
Park Square Financial Group's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $14.6K in Q4 2024.
131 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.