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LVW Advisors’s US Treasury 30 Year Bond ETF UTHY Stock Holding History

LVW Advisors’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 		$298K Buy
+7,332
New +$297K 0.03% 352

Other funds holding UTHY

BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LVW Advisors's UTHY Position: Q2 2026 in Review

LVW Advisors opened a new position in US Treasury 30 Year Bond ETF (UTHY) in Q2 2026: 7,332 shares worth $298K. The stake represents 0.03% of the portfolio and ranks #352 among its holdings.

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

  • LVW Advisors held 7,332 shares of US Treasury 30 Year Bond ETF worth $298K as of Q2 2026.
  • US Treasury 30 Year Bond ETF was a new LVW Advisors position in Q2 2026.
  • US Treasury 30 Year Bond ETF made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #352 holding.
  • 3 funds tracked by Wall St. Rank held US Treasury 30 Year Bond ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.