Benjamin Edwards Inc’s US Treasury 30 Year Bond ETF UTHY Stock Holding History

Benjamin Edwards Inc’s Portfolio UTHY Stock Details UTHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$713K	Buy	+17,516	New	+$710K	0.01%	932

Other funds holding UTHY

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

BMCM

Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Benjamin Edwards Inc's UTHY Position: Q2 2026 in Review

Benjamin Edwards Inc opened a new position in US Treasury 30 Year Bond ETF (UTHY) in Q2 2026: 17,516 shares worth $713K. The stake represents 0.01% of the portfolio and ranks #932 among its holdings.

14 funds tracked by Wall St. Rank hold UTHY as of Q2 2026.

Benjamin Edwards Inc held 17,516 shares of US Treasury 30 Year Bond ETF worth $713K as of Q2 2026.
US Treasury 30 Year Bond ETF was a new Benjamin Edwards Inc position in Q2 2026.
US Treasury 30 Year Bond ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #932 holding.
14 funds tracked by Wall St. Rank held US Treasury 30 Year Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.