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Belpointe Asset Management’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-120
Closed -$5.62K – 3252
2023
Q1 		$5.62K Hold
120
– – ﹤0.01% 2959
2022
Q4 		$5.44K Buy
+120
New +$5.47K ﹤0.01% 2899

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EAM
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SWA
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FTUS
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AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
FMI
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Belpointe Asset Management's UTEN Position: Q2 2023 in Review

Belpointe Asset Management sold out of US Treasury 10 Year Note ETF (UTEN) in Q2 2023, closing a stake of 120 shares — an estimated $5.62K sold.

Belpointe Asset Management first reported a position in UTEN in Q4 2022 and held it in 2 quarters. The position peaked at $5.62K in Q1 2023. 11 funds tracked by Wall St. Rank hold UTEN as of Q2 2023.

  • Belpointe Asset Management reported no remaining US Treasury 10 Year Note ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 120 US Treasury 10 Year Note ETF shares in Q2 2023, an estimated $5.62K.
  • Belpointe Asset Management first reported a position in US Treasury 10 Year Note ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's US Treasury 10 Year Note ETF position peaked at $5.62K in Q1 2023.
  • 11 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.