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

VanWeelden Wealth 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 		– Sell
-312,558
Closed -$7.07M – 27
2026
Q1 		$7.07M Buy
+312,558
New +$7.15M 5.64% 8

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

VanWeelden Wealth Management's TLTW Position: Q2 2026 in Review

VanWeelden Wealth Management sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q2 2026, closing a stake of 312,558 shares — an estimated $7.07M sold.

VanWeelden Wealth Management first reported a position in TLTW in Q1 2026 and held it in 1 quarter. The position peaked at $7.07M in Q1 2026. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • VanWeelden Wealth Management reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • VanWeelden Wealth Management sold 312,558 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $7.07M.
  • VanWeelden Wealth Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q1 2026 and held it in 1 quarter.
  • VanWeelden Wealth Management's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $7.07M in Q1 2026.
  • 139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on VanWeelden Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.