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

Regal 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	$1.08M	Buy	+48,122	New	+$1.07M	0.06%	308
2025 Q1	–	Sell	-14,290	Closed	-$336K	–	492
2024 Q4	$336K	Sell	14,290 -50,518	-78%	-$1.27M	0.03%	387
2024 Q3	$1.75M	Buy	64,808 +33,138	+105%	+$879K	0.12%	186
2024 Q2	$813K	Buy	31,670 +6,800	+27%	+$174K	0.05%	282
2024 Q1	$664K	Buy	24,870 +12,100	+95%	+$322K	0.05%	306
2023 Q4	$351K	Buy	+12,770	New	+$355K	0.03%	390

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

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

Regal Investment Advisors opened a new position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q2 2026: 48,122 shares worth $1.08M. The stake represents 0.06% of the portfolio and ranks #308 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in TLTW as recently as Q4 2024.

Regal Investment Advisors first reported a position in TLTW in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.75M in Q3 2024. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Regal Investment Advisors held 48,122 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $1.08M as of Q2 2026.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF was a new Regal Investment Advisors position in Q2 2026.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.06% of Regal Investment Advisors's portfolio in Q2 2026, its #308 holding.
Regal Investment Advisors first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2023 and has held it in 6 quarters since.
Regal Investment Advisors's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $1.75M in Q3 2024.
139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.