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

Sentinel Pension 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	$241K	Buy	11,046 +69	+0.6%	+$1.54K	0.03%	130
2026 Q1	$248K	Buy	10,977 +168	+2%	+$3.84K	0.04%	121
2025 Q4	$245K	Buy	+10,809	New	+$252K	0.04%	119

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 Pension Advisors's TLTW Position: Q2 2026 in Review

Sentinel Pension Advisors increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 0.63% in Q2 2026, buying an estimated $1.54K and bringing the position to 11,046 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #130.

Sentinel Pension Advisors first reported a position in TLTW in Q4 2025 and has held it in 3 quarters since. The position peaked at $248K in Q1 2026. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Sentinel Pension Advisors held 11,046 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $241K as of Q2 2026.
Sentinel Pension Advisors bought 69 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $1.54K.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.03% of Sentinel Pension Advisors's portfolio in Q2 2026, its #130 holding.
Sentinel Pension Advisors first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2025 and has held it in 3 quarters since.
Sentinel Pension Advisors's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $248K 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 Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.