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

Walser 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	$360K	Sell	16,123 -5,825	-27%	-$130K	0.15%	143
2026 Q1	$496K	Sell	21,948 -7,070	-24%	-$162K	0.22%	84
2025 Q4	$658K	Buy	+29,018	New	+$677K	0.35%	55

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

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

Walser Wealth Management reduced its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 27% in Q2 2026, selling an estimated $130K and leaving 16,123 shares worth $360K. The position accounts for 0.15% of the portfolio, ranked #143.

Walser Wealth Management first reported a position in TLTW in Q4 2025 and has held it in 3 quarters since. The position peaked at $658K in Q4 2025. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

Walser Wealth Management held 16,123 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $360K as of Q2 2026.
Walser Wealth Management sold 5,825 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $130K.
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.15% of Walser Wealth Management's portfolio in Q2 2026, its #143 holding.
Walser Wealth Management first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2025 and has held it in 3 quarters since.
Walser Wealth Management's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $658K in Q4 2025.
139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.