Principal Financial Group
TLTW icon

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

Principal 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 		$6.61M Buy
296,050
+84,125
+40% +$1.87M ﹤0.01% 1575
2026
Q1 		$4.79M Buy
211,925
+117,828
+125% +$2.69M ﹤0.01% 1644
2025
Q4 		$2.13M Buy
+94,097
New +$2.2M ﹤0.01% 1830

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

Principal Financial Group's TLTW Position: Q2 2026 in Review

Principal Financial Group increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 40% in Q2 2026, buying an estimated $1.87M and bringing the position to 296,050 shares worth $6.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

Principal Financial Group first reported a position in TLTW in Q4 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • Principal Financial Group held 296,050 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $6.61M as of Q2 2026.
  • Principal Financial Group bought 84,125 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $1.87M.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1575 holding.
  • Principal Financial Group first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.