Valtinson Bruner Financial Planning’s US Treasury 30 Year Bond ETF UTHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Sell |
14,097
-792
| -5% | -$33.1K | 0.19% | 67 |
|
|
2025
Q1 | $644K | Sell |
14,889
-35
| -0.2% | -$1.51K | 0.22% | 58 |
|
|
2024
Q4 | $622K | Sell |
14,924
-34,807
| -70% | -$1.45M | 0.22% | 69 |
|
|
2024
Q3 | $2.32M | Sell |
49,731
-324,324
| -87% | -$15.2M | 0.81% | 28 |
|
|
2024
Q2 | $16.4M | Buy |
374,055
+206,651
| +123% | +$9.03M | 6.49% | 2 |
|
|
2024
Q1 | $7.56M | Buy |
+167,404
| New | +$7.56M | 3.22% | 8 |
|