Osaic Holdings’s US Treasury 20 Year Bond ETF UTWY Stock Holding History

Osaic Holdings’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
2024 Q1	–	Sell	-60	Closed	-$2.86K	–	7412
2023 Q4	$2.86K	Buy	+60	New	+$2.67K	﹤0.01%	6389

Other funds holding UTWY

VBFP

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings's UTWY Position: Q1 2024 in Review

Osaic Holdings sold out of US Treasury 20 Year Bond ETF (UTWY) in Q1 2024, closing a stake of 60 shares — an estimated $2.86K sold.

Osaic Holdings first reported a position in UTWY in Q4 2023 and held it in 1 quarter. The position peaked at $2.86K in Q4 2023. 4 funds tracked by Wall St. Rank hold UTWY as of Q1 2024.

Osaic Holdings reported no remaining US Treasury 20 Year Bond ETF position as of Q1 2024 after selling out during the quarter.
Osaic Holdings sold 60 US Treasury 20 Year Bond ETF shares in Q1 2024, an estimated $2.86K.
Osaic Holdings first reported a position in US Treasury 20 Year Bond ETF in Q4 2023 and held it in 1 quarter.
Osaic Holdings's US Treasury 20 Year Bond ETF position peaked at $2.86K in Q4 2023.
4 funds tracked by Wall St. Rank held US Treasury 20 Year Bond ETF as of Q1 2024.

Based on Osaic Holdings's 13F filing for Q1 2024, filed 10 May 2024.