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

Sentinel Advisory 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	$2.96M	Sell	132,639 -134,259	-50%	-$2.99M	1.21%	19
2026 Q1	$6.04M	Buy	+266,898	New	+$6.1M	2.94%	12

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

Sentinel Advisory Group's TLTW Position: Q2 2026 in Review

Sentinel Advisory Group reduced its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 50% in Q2 2026, selling an estimated $2.99M and leaving 132,639 shares worth $2.96M. The position accounts for 1.21% of the portfolio, ranked #19.

Sentinel Advisory Group first reported a position in TLTW in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.04M in Q1 2026. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Sentinel Advisory Group held 132,639 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $2.96M as of Q2 2026.
Sentinel Advisory Group sold 134,259 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $2.99M.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 1.21% of Sentinel Advisory Group's portfolio in Q2 2026, its #19 holding.
Sentinel Advisory Group first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q1 2026 and has held it in 2 quarters since.
Sentinel Advisory Group's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $6.04M 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 Sentinel Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.