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Burns Matteson Capital Management’s US Treasury 30 Year Bond ETF UTHY Stock Holding History

Burns Matteson Capital Management’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 		$1.28M Buy
+31,343
New +$1.27M 0.4% 35

Other funds holding UTHY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Burns Matteson Capital Management's UTHY Position: Q2 2026 in Review

Burns Matteson Capital Management opened a new position in US Treasury 30 Year Bond ETF (UTHY) in Q2 2026: 31,343 shares worth $1.28M. The stake represents 0.4% of the portfolio and ranks #35 among its holdings.

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

  • Burns Matteson Capital Management held 31,343 shares of US Treasury 30 Year Bond ETF worth $1.28M as of Q2 2026.
  • US Treasury 30 Year Bond ETF was a new Burns Matteson Capital Management position in Q2 2026.
  • US Treasury 30 Year Bond ETF made up 0.4% of Burns Matteson Capital Management's portfolio in Q2 2026, its #35 holding.
  • 3 funds tracked by Wall St. Rank held US Treasury 30 Year Bond ETF as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.