HB Wealth Management’s US Treasury 30 Year Bond ETF UTHY Stock Holding History

HB Wealth 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	$1.3M	Buy	+32,000	New	+$1.3M	0.01%	631

Other funds holding UTHY

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

HB Wealth Management's UTHY Position: Q2 2026 in Review

HB Wealth Management opened a new position in US Treasury 30 Year Bond ETF (UTHY) in Q2 2026: 32,000 shares worth $1.3M. The stake represents 0.01% of the portfolio and ranks #631 among its holdings.

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

HB Wealth Management held 32,000 shares of US Treasury 30 Year Bond ETF worth $1.3M as of Q2 2026.
US Treasury 30 Year Bond ETF was a new HB Wealth Management position in Q2 2026.
US Treasury 30 Year Bond ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #631 holding.
14 funds tracked by Wall St. Rank held US Treasury 30 Year Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.