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Valtinson Bruner Financial Planning’s US Treasury 20 Year Bond ETF UTWY Stock Holding History

Valtinson Bruner Financial Planning’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
Q2 		$269K Sell
6,305
-288
-4% -$12.3K 0.07% 148
2026
Q1 		$283K Buy
6,593
+30
+0.5% +$1.31K 0.08% 128
2025
Q4 		$285K Buy
6,563
+40
+0.6% +$1.77K 0.08% 128
2025
Q3 		$288K Buy
6,523
+30
+0.5% +$1.3K 0.09% 125
2025
Q2 		$284K Buy
6,493
+34
+0.5% +$1.47K 0.09% 116
2025
Q1 		$289K Sell
6,459
-235
-4% -$10.3K 0.1% 106
2024
Q4 		$291K Sell
6,694
-39,946
-86% -$1.8M 0.1% 113
2024
Q3 		$2.23M Sell
46,640
-317,109
-87% -$14.9M 0.78% 31
2024
Q2 		$16.4M Buy
363,749
+194,589
+115% +$8.7M 6.5% 1
2024
Q1 		$7.82M Buy
+169,160
New +$7.83M 3.33% 6

Other funds holding UTWY

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

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

Valtinson Bruner Financial Planning reduced its US Treasury 20 Year Bond ETF (UTWY) stake by 4.4% in Q2 2026, selling an estimated $12.3K and leaving 6,305 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #148.

Valtinson Bruner Financial Planning first reported a position in UTWY in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.4M in Q2 2024. 6 funds tracked by Wall St. Rank hold UTWY as of Q2 2026.

  • Valtinson Bruner Financial Planning held 6,305 shares of US Treasury 20 Year Bond ETF worth $269K as of Q2 2026.
  • Valtinson Bruner Financial Planning sold 288 US Treasury 20 Year Bond ETF shares in Q2 2026, an estimated $12.3K.
  • US Treasury 20 Year Bond ETF made up 0.07% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #148 holding.
  • Valtinson Bruner Financial Planning first reported a position in US Treasury 20 Year Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Valtinson Bruner Financial Planning's US Treasury 20 Year Bond ETF position peaked at $16.4M in Q2 2024.
  • 6 funds tracked by Wall St. Rank held US Treasury 20 Year Bond ETF as of Q2 2026.

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