RBB FD INC - US TREAS 20YR BD (UTWY) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2023 to Q4 2025

Type / Class
Equity / US TREAS 20YR BD
Symbol
UTWY
Price per share
$43.41
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
94,744
Total reported value
$4,118,715
% of total 13F portfolios
0%
Share change
+15,052
Value change
+$654,357
Number of holders
12
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 12 institutional investors reported holding 94,744 shares of RBB FD INC - US TREAS 20YR BD (UTWY).

Institutional Holders of RBB FD INC - US TREAS 20YR BD (UTWY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 94,744 $4,118,715 +$654,357 $43.47 12
2025 Q3 79,692 $3,522,620 +$359,650 $44.21 9
2025 Q2 71,564 $3,130,783 -$3,809,616 $43.75 8
2025 Q1 156,228 $7,002,679 -$1,267,457 $44.82 9
2024 Q4 184,506 $8,010,116 -$12,910 $43.41 7
2024 Q3 96,278 $4,605,967 -$15,146,748 $47.84 6
2024 Q2 413,277 $18,607,961 +$7,877,726 $45.03 6
2024 Q1 238,315 $11,010,166 +$9,525,468 $46.20 4
2023 Q4 31,900 $1,521,769 +$250,710 $47.69 5
2023 Q3 28,248 $1,240,369 +$465,358 $43.91 2
2023 Q2 17,650 $866,555 -$109,780 $49.10 1
2023 Q1 19,886 $1,008,793 +$1,008,793 $50.73 1