Morgan Stanley’s US Treasury 20 Year Bond ETF UTWY Stock Holding History

Morgan Stanley’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 Q1	$43	Hold	1	–	–	﹤0.01%	8000
2025 Q4	$43	Hold	1	–	–	﹤0.01%	7909
2025 Q3	$44	Hold	1	–	–	﹤0.01%	7888
2025 Q2	$44	Hold	1	–	–	﹤0.01%	7830
2025 Q1	$45	Hold	1	–	–	﹤0.01%	7757
2024 Q4	$43	Hold	1	–	–	﹤0.01%	7667
2024 Q3	$48	Hold	1	–	–	﹤0.01%	7594
2024 Q2	$45	Hold	1	–	–	﹤0.01%	7536
2024 Q1	$46	Sell	1 -1	-50%	-$46	﹤0.01%	7519
2023 Q4	$96	Buy	+2	New	+$89	﹤0.01%	7483

Other funds holding UTWY

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

VBFP

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

DFA

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

Morgan Stanley's UTWY Position: Q1 2026 in Review

Morgan Stanley held its US Treasury 20 Year Bond ETF (UTWY) position steady in Q1 2026 at 1 share worth $43. The position accounts for ﹤0.01% of the portfolio, ranked #8000.

Morgan Stanley first reported a position in UTWY in Q4 2023 and has held it in 10 quarters since. The position peaked at $96 in Q4 2023. 11 funds tracked by Wall St. Rank hold UTWY as of Q1 2026.

Morgan Stanley held 1 share of US Treasury 20 Year Bond ETF worth $43 as of Q1 2026.
Morgan Stanley left its US Treasury 20 Year Bond ETF share count unchanged in Q1 2026.
US Treasury 20 Year Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #8000 holding.
Morgan Stanley first reported a position in US Treasury 20 Year Bond ETF in Q4 2023 and has held it in 10 quarters since.
Morgan Stanley's US Treasury 20 Year Bond ETF position peaked at $96 in Q4 2023.
11 funds tracked by Wall St. Rank held US Treasury 20 Year Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.