Jeff Yass’s US Treasury 20 Year Bond ETF UTWY Stock Holding History

Jeff Yass’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	$587K	Sell	13,744 -1,198	-8%	-$51.1K	﹤0.01%	9539
2026 Q1	$641K	Hold	14,942	–	–	﹤0.01%	9024
2025 Q4	$650K	Buy	14,942 +377	+3%	+$16.7K	﹤0.01%	8207
2025 Q3	$644K	Sell	14,565 -112	-0.8%	-$4.87K	﹤0.01%	8396
2025 Q2	$642K	Buy	14,677 +6,123	+72%	+$265K	﹤0.01%	8589
2025 Q1	$383K	Sell	8,554 -50,837	-86%	-$2.24M	﹤0.01%	9500
2024 Q4	$2.58M	Buy	59,391 +43,128	+265%	+$1.95M	﹤0.01%	4749
2024 Q3	$778K	Buy	+16,263	New	+$762K	﹤0.01%	7405

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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

VBFP

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

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 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

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Jeff Yass's UTWY Position: Q2 2026 in Review

Jeff Yass reduced its US Treasury 20 Year Bond ETF (UTWY) stake by 8% in Q2 2026, selling an estimated $51.1K and leaving 13,744 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #9539.

Jeff Yass first reported a position in UTWY in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.58M in Q4 2024. 12 funds tracked by Wall St. Rank hold UTWY as of Q2 2026.

Jeff Yass held 13,744 shares of US Treasury 20 Year Bond ETF worth $587K as of Q2 2026.
Jeff Yass sold 1,198 US Treasury 20 Year Bond ETF shares in Q2 2026, an estimated $51.1K.
US Treasury 20 Year Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9539 holding.
Jeff Yass first reported a position in US Treasury 20 Year Bond ETF in Q3 2024 and has held it in 8 quarters since.
Jeff Yass's US Treasury 20 Year Bond ETF position peaked at $2.58M in Q4 2024.
12 funds tracked by Wall St. Rank held US Treasury 20 Year Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.