Triumph Capital Management’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Triumph Capital Management’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	$2.49M	Buy	111,429 +21,116	+23%	+$470K	0.45%	49
2026 Q1	$2.04M	Buy	90,313 +40,282	+81%	+$921K	0.42%	53
2025 Q4	$1.13M	Buy	50,031 +32,688	+188%	+$763K	0.25%	90
2025 Q3	$405K	Buy	17,343 +3,436	+25%	+$78.6K	0.11%	198
2025 Q2	$322K	Buy	13,907 +3,151	+29%	+$72.5K	0.1%	213
2025 Q1	$259K	Buy	10,756 +471	+5%	+$11.2K	0.09%	233
2024 Q4	$242K	Buy	+10,285	New	+$259K	0.08%	241
2024 Q2	–	Sell	-10,055	Closed	-$264K	–	273
2024 Q1	$264K	Sell	10,055 -76	-0.8%	-$2.02K	0.11%	176
2023 Q4	$278K	Sell	10,131 -6,172	-38%	-$172K	0.12%	159
2023 Q3	$471K	Buy	+16,303	New	+$507K	0.21%	107

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

Triumph Capital Management's TLTW Position: Q2 2026 in Review

Triumph Capital Management increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 23% in Q2 2026, buying an estimated $470K and bringing the position to 111,429 shares worth $2.49M. The position accounts for 0.45% of the portfolio, ranked #49.

Triumph Capital Management first reported a position in TLTW in Q3 2023 and has held it in 10 quarters since. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Triumph Capital Management held 111,429 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $2.49M as of Q2 2026.
Triumph Capital Management bought 21,116 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $470K.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.45% of Triumph Capital Management's portfolio in Q2 2026, its #49 holding.
Triumph Capital Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2023 and has held it in 10 quarters since.
139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.