Realta Investment Advisors’s US Treasury 20 Year Bond ETF UTWY Stock Holding History

Realta Investment Advisors’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
2025 Q3	–	Sell	-770	Closed	-$33.7K	–	359
2025 Q2	$33.7K	Hold	770	–	–	0.01%	242
2025 Q1	$34.5K	Buy	+770	New	+$33.9K	0.02%	247

Other funds holding UTWY

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 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

VBFP

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

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

FTUS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DFA

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

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

Realta Investment Advisors's UTWY Position: Q3 2025 in Review

Realta Investment Advisors sold out of US Treasury 20 Year Bond ETF (UTWY) in Q3 2025, closing a stake of 770 shares — an estimated $33.7K sold.

Realta Investment Advisors first reported a position in UTWY in Q1 2025 and held it in 2 quarters. The position peaked at $34.5K in Q1 2025. 9 funds tracked by Wall St. Rank hold UTWY as of Q3 2025.

Realta Investment Advisors reported no remaining US Treasury 20 Year Bond ETF position as of Q3 2025 after selling out during the quarter.
Realta Investment Advisors sold 770 US Treasury 20 Year Bond ETF shares in Q3 2025, an estimated $33.7K.
Realta Investment Advisors first reported a position in US Treasury 20 Year Bond ETF in Q1 2025 and held it in 2 quarters.
Realta Investment Advisors's US Treasury 20 Year Bond ETF position peaked at $34.5K in Q1 2025.
9 funds tracked by Wall St. Rank held US Treasury 20 Year Bond ETF as of Q3 2025.

Based on Realta Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.