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Sunbelt Securities’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Sunbelt Securities’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
Q1 		$973 Hold
43
– – ﹤0.01% 2106
2025
Q4 		$975 Hold
43
– – ﹤0.01% 2065
2025
Q3 		$1K Buy
+43
New +$984 ﹤0.01% 2051

Other funds holding TLTW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Sunbelt Securities's TLTW Position: Q1 2026 in Review

Sunbelt Securities held its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) position steady in Q1 2026 at 43 shares worth $973. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

Sunbelt Securities first reported a position in TLTW in Q3 2025 and has held it in 3 quarters since. The position peaked at $1K in Q3 2025. 132 funds tracked by Wall St. Rank hold TLTW as of Q1 2026.

  • Sunbelt Securities held 43 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $973 as of Q1 2026.
  • Sunbelt Securities left its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF share count unchanged in Q1 2026.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2106 holding.
  • Sunbelt Securities first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $1K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.