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Searle & Co’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Searle & Co’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 		$357K Hold
16,000
– – 0.08% 151
2026
Q1 		$362K Buy
+16,000
New +$366K 0.09% 147

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

Searle & Co's TLTW Position: Q2 2026 in Review

Searle & Co held its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) position steady in Q2 2026 at 16,000 shares worth $357K. The position accounts for 0.08% of the portfolio, ranked #151.

Searle & Co first reported a position in TLTW in Q1 2026 and has held it in 2 quarters since. The position peaked at $362K in Q1 2026. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • Searle & Co held 16,000 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $357K as of Q2 2026.
  • Searle & Co left its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.08% of Searle & Co's portfolio in Q2 2026, its #151 holding.
  • Searle & Co first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • Searle & Co's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $362K in Q1 2026.
  • 139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.