Walled Lake Planning & Wealth Management’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Walled Lake Planning & 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	$294K	Hold	13,155	–	–	0.07%	114
2026 Q1	$298K	Hold	13,155	–	–	0.09%	107
2025 Q4	$298K	Buy	13,155 +4,380	+50%	+$102K	0.09%	105
2025 Q3	$205K	Buy	+8,775	New	+$201K	0.07%	135

Other funds holding TLTW

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Walled Lake Planning & Wealth Management's TLTW Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management held its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) position steady in Q2 2026 at 13,155 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #114.

Walled Lake Planning & Wealth Management first reported a position in TLTW in Q3 2025 and has held it in 4 quarters since. The position peaked at $298K in Q4 2025. 26 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Walled Lake Planning & Wealth Management held 13,155 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $294K as of Q2 2026.
Walled Lake Planning & Wealth Management left its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.07% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #114 holding.
Walled Lake Planning & Wealth Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2025 and has held it in 4 quarters since.
Walled Lake Planning & Wealth Management's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $298K in Q4 2025.
26 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.