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Summit Financial’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Summit Financial’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 		$252K Buy
11,300
+2,000
+22% +$44.5K ﹤0.01% 1407
2026
Q1 		$210K Sell
9,300
-500
-5% -$11.4K ﹤0.01% 1329
2025
Q4 		$222K Buy
+9,800
New +$229K ﹤0.01% 1203

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

Summit Financial's TLTW Position: Q2 2026 in Review

Summit Financial increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 22% in Q2 2026, buying an estimated $44.5K and bringing the position to 11,300 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Summit Financial first reported a position in TLTW in Q4 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • Summit Financial held 11,300 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $252K as of Q2 2026.
  • Summit Financial bought 2,000 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $44.5K.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1407 holding.
  • Summit Financial first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.