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Wedbush Securities’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Wedbush Securities’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 		$1.29M Buy
57,832
+6,877
+13% +$153K 0.03% 408
2026
Q1 		$1.15M Sell
50,955
-2,174
-4% -$49.7K 0.03% 405
2025
Q4 		$1.2M Buy
53,129
+1,286
+2% +$30K 0.04% 393
2025
Q3 		$1.21M Hold
51,843
– – 0.04% 371
2025
Q2 		$1.2M Buy
51,843
+18,122
+54% +$417K 0.04% 362
2025
Q1 		$811K Buy
33,721
+5,670
+20% +$135K 0.03% 445
2024
Q4 		$660K Buy
28,051
+4,425
+19% +$111K 0.02% 510
2024
Q3 		$638K Buy
23,626
+6,896
+41% +$183K 0.02% 512
2024
Q2 		$430K Buy
16,730
+5,530
+49% +$141K 0.02% 682
2024
Q1 		$299K Buy
+11,200
New +$298K 0.01% 882

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

Wedbush Securities's TLTW Position: Q2 2026 in Review

Wedbush Securities increased its iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) stake by 13% in Q2 2026, buying an estimated $153K and bringing the position to 57,832 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #408.

Wedbush Securities first reported a position in TLTW in Q1 2024 and has held it in 10 quarters since. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • Wedbush Securities held 57,832 shares of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF worth $1.29M as of Q2 2026.
  • Wedbush Securities bought 6,877 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $153K.
  • iShares 20+ Year Treasury Bond BuyWrite Strategy ETF made up 0.03% of Wedbush Securities's portfolio in Q2 2026, its #408 holding.
  • Wedbush Securities first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q1 2024 and has held it in 10 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.