UBS Group
UTHY icon

UBS Group’s US Treasury 30 Year Bond ETF UTHY Stock Holding History

UBS Group’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
-325
Closed -$13.3K – 11076
2026
Q1 		$13.3K Buy
325
+234
+257% +$9.71K ﹤0.01% 8221
2025
Q4 		$3.75K Buy
+91
New +$3.84K ﹤0.01% 8957
2024
Q4 		– Sell
-10,018
Closed -$468K – 10430
2024
Q3 		$468K Buy
10,018
+10,014
+250,350% +$460K ﹤0.01% 5279
2024
Q2 		$175 Buy
+4
New +$174 ﹤0.01% 9095

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

UBS Group's UTHY Position: Q2 2026 in Review

UBS Group sold out of US Treasury 30 Year Bond ETF (UTHY) in Q2 2026, closing a stake of 325 shares — an estimated $13.3K sold.

UBS Group first reported a position in UTHY in Q2 2024 and held it in 4 quarters. The position peaked at $468K in Q3 2024. 14 funds tracked by Wall St. Rank hold UTHY as of Q2 2026.

  • UBS Group reported no remaining US Treasury 30 Year Bond ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 325 US Treasury 30 Year Bond ETF shares in Q2 2026, an estimated $13.3K.
  • UBS Group first reported a position in US Treasury 30 Year Bond ETF in Q2 2024 and held it in 4 quarters.
  • UBS Group's US Treasury 30 Year Bond ETF position peaked at $468K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held US Treasury 30 Year Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.