BCS Private Wealth Management’s US Treasury 10 Year Note ETF UTEN Stock Holding History

BCS Private Wealth Management’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	$1.06M	Buy	+26,100	New	+$1.1M	0.29%	62

Other funds holding UTEN

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Crew Capital Management Cincinnati, Ohio $190M AUM 29.9% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BCS Private Wealth Management's UTEN Position: Q3 2026 in Review

BCS Private Wealth Management opened a new position in US Treasury 10 Year Note ETF (UTEN) in Q3 2026: 26,100 shares worth $1.06M. The stake represents 0.29% of the portfolio and ranks #62 among its holdings.

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

BCS Private Wealth Management held 26,100 shares of US Treasury 10 Year Note ETF worth $1.06M as of Q3 2026.
US Treasury 10 Year Note ETF was a new BCS Private Wealth Management position in Q3 2026.
US Treasury 10 Year Note ETF made up 0.29% of BCS Private Wealth Management's portfolio in Q3 2026, its #62 holding.
22 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q3 2026.

Based on BCS Private Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.