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AssuredPartners Investment Advisors’s US Treasury 20 Year Bond ETF UTWY Stock Holding History

AssuredPartners Investment Advisors’s Portfolio UTWY Stock Details UTWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-67,533
Closed -$3.03M – 326
2025
Q1 		$3.03M Sell
67,533
-19,925
-23% -$877K 0.58% 45
2024
Q4 		$3.8M Buy
+87,458
New +$3.95M 0.74% 34

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Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssuredPartners Investment Advisors's UTWY Position: Q2 2025 in Review

AssuredPartners Investment Advisors sold out of US Treasury 20 Year Bond ETF (UTWY) in Q2 2025, closing a stake of 67,533 shares — an estimated $3.03M sold.

AssuredPartners Investment Advisors first reported a position in UTWY in Q4 2024 and held it in 2 quarters. The position peaked at $3.8M in Q4 2024. 8 funds tracked by Wall St. Rank hold UTWY as of Q2 2025.

  • AssuredPartners Investment Advisors reported no remaining US Treasury 20 Year Bond ETF position as of Q2 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 67,533 US Treasury 20 Year Bond ETF shares in Q2 2025, an estimated $3.03M.
  • AssuredPartners Investment Advisors first reported a position in US Treasury 20 Year Bond ETF in Q4 2024 and held it in 2 quarters.
  • AssuredPartners Investment Advisors's US Treasury 20 Year Bond ETF position peaked at $3.8M in Q4 2024.
  • 8 funds tracked by Wall St. Rank held US Treasury 20 Year Bond ETF as of Q2 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.