Valtinson Bruner Financial Planning’s US Treasury 30 Year Bond ETF UTHY Stock Holding History

Valtinson Bruner Financial Planning’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	$469K	Sell	11,524 -1,726	-13%	-$70K	0.12%	97
2026 Q1	$542K	Buy	13,250 +18	+0.1%	+$747	0.15%	77
2025 Q4	$546K	Sell	13,232 -749	-5%	-$31.6K	0.16%	74
2025 Q3	$590K	Sell	13,981 -116	-0.8%	-$4.8K	0.17%	69
2025 Q2	$590K	Sell	14,097 -792	-5%	-$32.8K	0.19%	67
2025 Q1	$644K	Sell	14,889 -35	-0.2%	-$1.48K	0.22%	58
2024 Q4	$622K	Sell	14,924 -34,807	-70%	-$1.53M	0.22%	69
2024 Q3	$2.32M	Sell	49,731 -324,324	-87%	-$14.9M	0.81%	28
2024 Q2	$16.4M	Buy	374,055 +206,651	+123%	+$8.97M	6.49%	2
2024 Q1	$7.56M	Buy	+167,404	New	+$7.57M	3.22%	8

Other funds holding UTHY

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Valtinson Bruner Financial Planning's UTHY Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its US Treasury 30 Year Bond ETF (UTHY) stake by 13% in Q2 2026, selling an estimated $70K and leaving 11,524 shares worth $469K. The position accounts for 0.12% of the portfolio, ranked #97.

Valtinson Bruner Financial Planning first reported a position in UTHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.4M in Q2 2024. 14 funds tracked by Wall St. Rank hold UTHY as of Q2 2026.

Valtinson Bruner Financial Planning held 11,524 shares of US Treasury 30 Year Bond ETF worth $469K as of Q2 2026.
Valtinson Bruner Financial Planning sold 1,726 US Treasury 30 Year Bond ETF shares in Q2 2026, an estimated $70K.
US Treasury 30 Year Bond ETF made up 0.12% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #97 holding.
Valtinson Bruner Financial Planning first reported a position in US Treasury 30 Year Bond ETF in Q1 2024 and has held it in 10 quarters since.
Valtinson Bruner Financial Planning's US Treasury 30 Year Bond ETF position peaked at $16.4M in Q2 2024.
14 funds tracked by Wall St. Rank held US Treasury 30 Year Bond ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.