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WealthShield Partners’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

WealthShield Partners’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 		$43.6K Sell
1,952
-373,855
-99% -$8.33M 0.01% 288
2026
Q1 		$8.5M Buy
375,807
+28,366
+8% +$649K 0.95% 24
2025
Q4 		$7.88M Buy
347,441
+27,144
+8% +$633K 0.87% 26
2025
Q3 		$7.49M Buy
320,297
+34,882
+12% +$798K 0.85% 28
2025
Q2 		$6.62M Buy
285,415
+2,184
+0.8% +$50.2K 0.8% 30
2025
Q1 		$6.81M Buy
283,231
+8,522
+3% +$202K 0.87% 29
2024
Q4 		$6.46M Sell
274,709
-58,920
-18% -$1.48M 0.92% 31
2024
Q3 		$9.01M Buy
333,629
+11,477
+4% +$305K 1.22% 20
2024
Q2 		$8.27M Sell
322,152
-49,380
-13% -$1.26M 1.26% 18
2024
Q1 		$9.92M Sell
371,532
-169,855
-31% -$4.52M 1.6% 8
2023
Q4 		$14.9M Sell
541,387
-40,434
-7% -$1.12M 2.45% 3
2023
Q3 		$16.8M Buy
581,821
+165,719
+40% +$5.15M 2.53% 4
2023
Q2 		$13.9M Buy
416,102
+40,386
+11% +$1.35M 2.1% 7
2023
Q1 		$13M Buy
375,716
+50,646
+16% +$1.72M 2.09% 5
2022
Q4 		$10.5M Buy
325,070
+69,554
+27% +$2.38M 2.02% 6
2022
Q3 		$9.26M Buy
+255,516
New +$9.7M 1.84% 7

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

WealthShield Partners's TLTW Position: Q2 2026 in Review

WealthShield Partners reduced its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 99% in Q2 2026, selling an estimated $8.33M and leaving 1,952 shares worth $43.6K. The position accounts for 0.01% of the portfolio, ranked #288.

WealthShield Partners first reported a position in TLTW in Q3 2022 and has held it in 16 quarters since. The position peaked at $16.8M in Q3 2023. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • WealthShield Partners held 1,952 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $43.6K as of Q2 2026.
  • WealthShield Partners sold 373,855 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $8.33M.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #288 holding.
  • WealthShield Partners first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2022 and has held it in 16 quarters since.
  • WealthShield Partners's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $16.8M in Q3 2023.
  • 139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.