4Wealth Advisors’s US Treasury 10 Year Note ETF UTEN Stock Holding History

4Wealth Advisors’s Portfolio UTEN Stock Details UTEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$270K	Buy	+6,650	New	+$281K	0.19%	105

Other funds holding UTEN

SWM

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

HWA

HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

4Wealth Advisors's UTEN Position: Q3 2026 in Review

4Wealth Advisors opened a new position in US Treasury 10 Year Note ETF (UTEN) in Q3 2026: 6,650 shares worth $270K. The stake represents 0.19% of the portfolio and ranks #105 among its holdings.

4 funds tracked by Wall St. Rank hold UTEN as of Q3 2026.

4Wealth Advisors held 6,650 shares of US Treasury 10 Year Note ETF worth $270K as of Q3 2026.
US Treasury 10 Year Note ETF was a new 4Wealth Advisors position in Q3 2026.
US Treasury 10 Year Note ETF made up 0.19% of 4Wealth Advisors's portfolio in Q3 2026, its #105 holding.
4 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.