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Steward Partners Investment Advisory’s US Treasury 30 Year Bond ETF UTHY Stock Holding History

Steward Partners Investment Advisory’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 		$2.6K Buy
+64
New +$2.6K ﹤0.01% 4173

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

Steward Partners Investment Advisory's UTHY Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in US Treasury 30 Year Bond ETF (UTHY) in Q2 2026: 64 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #4173 among its holdings.

14 funds tracked by Wall St. Rank hold UTHY as of Q2 2026.

  • Steward Partners Investment Advisory held 64 shares of US Treasury 30 Year Bond ETF worth $2.6K as of Q2 2026.
  • US Treasury 30 Year Bond ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • US Treasury 30 Year Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4173 holding.
  • 14 funds tracked by Wall St. Rank held US Treasury 30 Year Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.