Advisory Services Network’s US Treasury 3 Year Note ETF UTRE Stock Holding History

Advisory Services Network’s Portfolio UTRE Stock Details UTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2	Closed	-$99	–	4508
2026 Q1	$99	Buy	+2	New	+$100	﹤0.01%	4686

Other funds holding UTRE

CCM

Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Services Network's UTRE Position: Q2 2026 in Review

Advisory Services Network sold out of US Treasury 3 Year Note ETF (UTRE) in Q2 2026, closing a stake of 2 shares — an estimated $99 sold.

Advisory Services Network first reported a position in UTRE in Q1 2026 and held it in 1 quarter. The position peaked at $99 in Q1 2026. 8 funds tracked by Wall St. Rank hold UTRE as of Q2 2026.

Advisory Services Network reported no remaining US Treasury 3 Year Note ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 2 US Treasury 3 Year Note ETF shares in Q2 2026, an estimated $99.
Advisory Services Network first reported a position in US Treasury 3 Year Note ETF in Q1 2026 and held it in 1 quarter.
Advisory Services Network's US Treasury 3 Year Note ETF position peaked at $99 in Q1 2026.
8 funds tracked by Wall St. Rank held US Treasury 3 Year Note ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.