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

Realta Investment 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 		– Sell
-665
Closed -$27.2K – 413
2026
Q1 		$27.2K Buy
+665
New +$27.6K 0.01% 269
2025
Q3 		– Sell
-255
Closed -$10.7K – 358
2025
Q2 		$10.7K Hold
255
– – ﹤0.01% 269
2025
Q1 		$11K Buy
+255
New +$10.8K 0.01% 274

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

Realta Investment Advisors's UTHY Position: Q2 2026 in Review

Realta Investment Advisors sold out of US Treasury 30 Year Bond ETF (UTHY) in Q2 2026, closing a stake of 665 shares — an estimated $27.2K sold.

Realta Investment Advisors first reported a position in UTHY in Q1 2025 and held it in 3 quarters. The position peaked at $27.2K in Q1 2026. 14 funds tracked by Wall St. Rank hold UTHY as of Q2 2026.

  • Realta Investment Advisors reported no remaining US Treasury 30 Year Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 665 US Treasury 30 Year Bond ETF shares in Q2 2026, an estimated $27.2K.
  • Realta Investment Advisors first reported a position in US Treasury 30 Year Bond ETF in Q1 2025 and held it in 3 quarters.
  • Realta Investment Advisors's US Treasury 30 Year Bond ETF position peaked at $27.2K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held US Treasury 30 Year Bond ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.