HighRoad Wealth Advisors’s US Treasury 3 Year Note ETF UTRE Stock Holding History

HighRoad Wealth Advisors’s Portfolio UTRE Stock Details UTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.26M	Buy	+26,240	New	+$1.28M	1.05%	13

Other funds holding UTRE

Crew Capital Management Cincinnati, Ohio $190M AUM 29.9% 1-Year Est. Return

HighRoad Wealth Advisors's UTRE Position: Q3 2026 in Review

HighRoad Wealth Advisors opened a new position in US Treasury 3 Year Note ETF (UTRE) in Q3 2026: 26,240 shares worth $1.26M. The stake represents 1.05% of the portfolio and ranks #13 among its holdings.

2 funds tracked by Wall St. Rank hold UTRE as of Q3 2026.

HighRoad Wealth Advisors held 26,240 shares of US Treasury 3 Year Note ETF worth $1.26M as of Q3 2026.
US Treasury 3 Year Note ETF was a new HighRoad Wealth Advisors position in Q3 2026.
US Treasury 3 Year Note ETF made up 1.05% of HighRoad Wealth Advisors's portfolio in Q3 2026, its #13 holding.
2 funds tracked by Wall St. Rank held US Treasury 3 Year Note ETF as of Q3 2026.

Based on HighRoad Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.