UBS Group’s US Treasury 20 Year Bond ETF UTWY Stock Holding History

UBS Group’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
2026 Q1	–	Sell	-46	Closed	-$2K	–	11204
2025 Q4	$2K	Buy	46 +1	+2%	+$44	﹤0.01%	9410
2025 Q3	$1.99K	Buy	+45	New	+$1.96K	﹤0.01%	9243
2025 Q1	–	Sell	-43	Closed	-$1.87K	–	10752
2024 Q4	$1.87K	Sell	43 -6	-12%	-$271	﹤0.01%	9151
2024 Q3	$2.34K	Sell	49 -13,404	-100%	-$628K	﹤0.01%	8453
2024 Q2	$606K	Buy	+13,453	New	+$602K	﹤0.01%	4852
2024 Q1	–	Sell	-1,330	Closed	-$63.4K	–	10065
2023 Q4	$63.4K	Buy	+1,330	New	+$59.2K	﹤0.01%	6417

Other funds holding UTWY

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

VBFP

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

FTUS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

DFA

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

UBS Group's UTWY Position: Q1 2026 in Review

UBS Group sold out of US Treasury 20 Year Bond ETF (UTWY) in Q1 2026, closing a stake of 46 shares — an estimated $2K sold.

UBS Group first reported a position in UTWY in Q4 2023 and held it in 6 quarters. The position peaked at $606K in Q2 2024. 11 funds tracked by Wall St. Rank hold UTWY as of Q1 2026.

UBS Group reported no remaining US Treasury 20 Year Bond ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 46 US Treasury 20 Year Bond ETF shares in Q1 2026, an estimated $2K.
UBS Group first reported a position in US Treasury 20 Year Bond ETF in Q4 2023 and held it in 6 quarters.
UBS Group's US Treasury 20 Year Bond ETF position peaked at $606K in Q2 2024.
11 funds tracked by Wall St. Rank held US Treasury 20 Year Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.