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

Tucker Asset 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
Q1 		– Sell
-831
Closed -$18.8K – 960
2025
Q4 		$18.8K Buy
+831
New +$19.4K 0.01% 464
2025
Q1 		– Sell
-981
Closed -$23.1K – 868
2024
Q4 		$23.1K Hold
981
– – ﹤0.01% 533
2024
Q3 		$26.5K Hold
981
– – 0.01% 464
2024
Q2 		$25.2K Buy
981
+168
+21% +$4.29K 0.01% 559
2024
Q1 		$21.7K Buy
+813
New +$21.6K 0.01% 641

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

Tucker Asset Management's TLTW Position: Q1 2026 in Review

Tucker Asset Management sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q1 2026, closing a stake of 831 shares — an estimated $18.8K sold.

Tucker Asset Management first reported a position in TLTW in Q1 2024 and held it in 5 quarters. The position peaked at $26.5K in Q3 2024. 132 funds tracked by Wall St. Rank hold TLTW as of Q1 2026.

  • Tucker Asset Management reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 831 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $18.8K.
  • Tucker Asset Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q1 2024 and held it in 5 quarters.
  • Tucker Asset Management's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $26.5K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.