PFS Partners’s iShares TLT Premium Income+ ETF TLTW Stock Holding History

PFS Partners’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 Q3	$481K	Buy	+23,738	New	+$506K	0.2%	57

Other funds holding TLTW

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PFS Partners's TLTW Position: Q3 2026 in Review

PFS Partners opened a new position in iShares TLT Premium Income+ ETF (TLTW) in Q3 2026: 23,738 shares worth $481K. The stake represents 0.2% of the portfolio and ranks #57 among its holdings.

24 funds tracked by Wall St. Rank hold TLTW as of Q3 2026.

PFS Partners held 23,738 shares of iShares TLT Premium Income+ ETF worth $481K as of Q3 2026.
iShares TLT Premium Income+ ETF was a new PFS Partners position in Q3 2026.
iShares TLT Premium Income+ ETF made up 0.2% of PFS Partners's portfolio in Q3 2026, its #57 holding.
24 funds tracked by Wall St. Rank held iShares TLT Premium Income+ ETF as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.