Sound Income Strategies’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Sound Income Strategies’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
2025 Q3	–	Sell	-5,500	Closed	-$127K	–	1822
2025 Q2	$127K	Hold	5,500	–	–	0.01%	350
2025 Q1	$132K	Hold	5,500	–	–	0.01%	353
2024 Q4	$129K	Hold	5,500	–	–	0.01%	316
2024 Q3	$149K	Buy	+5,500	New	+$146K	0.01%	284

Other funds holding TLTW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sound Income Strategies's TLTW Position: Q3 2025 in Review

Sound Income Strategies sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q3 2025, closing a stake of 5,500 shares — an estimated $127K sold.

Sound Income Strategies first reported a position in TLTW in Q3 2024 and held it in 4 quarters. The position peaked at $149K in Q3 2024. 100 funds tracked by Wall St. Rank hold TLTW as of Q3 2025.

Sound Income Strategies reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q3 2025 after selling out during the quarter.
Sound Income Strategies sold 5,500 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q3 2025, an estimated $127K.
Sound Income Strategies first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2024 and held it in 4 quarters.
Sound Income Strategies's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $149K in Q3 2024.
100 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.