DHJJ Financial Advisors’s US Treasury 20 Year Bond ETF UTWY Stock Holding History

DHJJ Financial 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
2026 Q2	$214	Hold	5	–	–	﹤0.01%	999
2026 Q1	$215	Hold	5	–	–	﹤0.01%	990
2025 Q4	$218	Hold	5	–	–	﹤0.01%	945
2025 Q3	$222	Hold	5	–	–	﹤0.01%	909
2025 Q2	$219	Hold	5	–	–	﹤0.01%	887
2025 Q1	$225	Buy	+5	New	+$220	﹤0.01%	838

Other funds holding UTWY

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

VBFP

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

DHJJ Financial Advisors's UTWY Position: Q2 2026 in Review

DHJJ Financial Advisors held its US Treasury 20 Year Bond ETF (UTWY) position steady in Q2 2026 at 5 shares worth $214. The position accounts for ﹤0.01% of the portfolio, ranked #999.

DHJJ Financial Advisors first reported a position in UTWY in Q1 2025 and has held it in 6 quarters since. The position peaked at $225 in Q1 2025. 6 funds tracked by Wall St. Rank hold UTWY as of Q2 2026.

DHJJ Financial Advisors held 5 shares of US Treasury 20 Year Bond ETF worth $214 as of Q2 2026.
DHJJ Financial Advisors left its US Treasury 20 Year Bond ETF share count unchanged in Q2 2026.
US Treasury 20 Year Bond ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #999 holding.
DHJJ Financial Advisors first reported a position in US Treasury 20 Year Bond ETF in Q1 2025 and has held it in 6 quarters since.
DHJJ Financial Advisors's US Treasury 20 Year Bond ETF position peaked at $225 in Q1 2025.
6 funds tracked by Wall St. Rank held US Treasury 20 Year Bond ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.