Morgan Stanley
UTHY icon

Morgan Stanley’s US Treasury 30 Year Bond ETF UTHY Stock Holding History

Morgan Stanley’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 		$41 Hold
1
– – ﹤0.01% 8151
2026
Q1 		$41 Hold
1
– – ﹤0.01% 8021
2025
Q4 		$41 Hold
1
– – ﹤0.01% 7925
2025
Q3 		$42 Hold
1
– – ﹤0.01% 7906
2025
Q2 		$42 Hold
1
– – ﹤0.01% 7846
2025
Q1 		$43 Hold
1
– – ﹤0.01% 7773
2024
Q4 		$42 Buy
+1
New +$44 ﹤0.01% 7673

Other funds holding UTHY

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Cetera Investment Advisers
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Morgan Stanley's UTHY Position: Q2 2026 in Review

Morgan Stanley held its US Treasury 30 Year Bond ETF (UTHY) position steady in Q2 2026 at 1 share worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #8151.

Morgan Stanley first reported a position in UTHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $43 in Q1 2025. 14 funds tracked by Wall St. Rank hold UTHY as of Q2 2026.

  • Morgan Stanley held 1 share of US Treasury 30 Year Bond ETF worth $41 as of Q2 2026.
  • Morgan Stanley left its US Treasury 30 Year Bond ETF share count unchanged in Q2 2026.
  • US Treasury 30 Year Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8151 holding.
  • Morgan Stanley first reported a position in US Treasury 30 Year Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Morgan Stanley's US Treasury 30 Year Bond ETF position peaked at $43 in Q1 2025.
  • 14 funds tracked by Wall St. Rank held US Treasury 30 Year Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.