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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
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 $1.37T AUM 24.88% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

WealthShield Partners's TLTW Position: Q1 2026 in Review

WealthShield Partners increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 8.2% in Q1 2026, buying an estimated $649K and bringing the position to 375,807 shares worth $8.5M. The position accounts for 0.95% of the portfolio, ranked #24.

WealthShield Partners first reported a position in TLTW in Q3 2022 and has held it in 15 quarters since. The position peaked at $16.8M in Q3 2023. 131 funds tracked by Wall St. Rank hold TLTW as of Q1 2026.

  • WealthShield Partners held 375,807 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $8.5M as of Q1 2026.
  • WealthShield Partners bought 28,366 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $649K.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.95% of WealthShield Partners's portfolio in Q1 2026, its #24 holding.
  • WealthShield Partners first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q3 2022 and has held it in 15 quarters since.
  • WealthShield Partners's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $16.8M in Q3 2023.
  • 131 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.