Cambridge Investment Research Advisors’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Cambridge Investment Research 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 Q1	$256K	Buy	5,868 +218	+4%	+$9.61K	﹤0.01%	3427
2025 Q4	$249K	Hold	5,650	–	–	﹤0.01%	3382
2025 Q3	$250K	Hold	5,650	–	–	﹤0.01%	3289
2025 Q2	$248K	Hold	5,650	–	–	﹤0.01%	3145
2025 Q1	$248K	Hold	5,650	–	–	﹤0.01%	3035
2024 Q4	$241K	Hold	5,650	–	–	﹤0.01%	3030
2024 Q3	$257K	Buy	+5,650	New	+$253K	﹤0.01%	2945
2023 Q4	–	Sell	-12,491	Closed	-$535K	–	3310
2023 Q3	$535K	Buy	+12,491	New	+$553K	﹤0.01%	2028

Other funds holding UTEN

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Cambridge Investment Research Advisors's UTEN Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its US Treasury 10 Year Note ETF (UTEN) stake by 3.9% in Q1 2026, buying an estimated $9.61K and bringing the position to 5,868 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #3427.

Cambridge Investment Research Advisors first reported a position in UTEN in Q3 2023 and has held it in 8 quarters since. The position peaked at $535K in Q3 2023. 51 funds tracked by Wall St. Rank hold UTEN as of Q1 2026.

Cambridge Investment Research Advisors held 5,868 shares of US Treasury 10 Year Note ETF worth $256K as of Q1 2026.
Cambridge Investment Research Advisors bought 218 US Treasury 10 Year Note ETF shares in Q1 2026, an estimated $9.61K.
US Treasury 10 Year Note ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3427 holding.
Cambridge Investment Research Advisors first reported a position in US Treasury 10 Year Note ETF in Q3 2023 and has held it in 8 quarters since.
Cambridge Investment Research Advisors's US Treasury 10 Year Note ETF position peaked at $535K in Q3 2023.
51 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.