Carson Wealth (CWM LLC)
UTEN icon

Carson Wealth (CWM LLC)’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.4K Hold
32
– – ﹤0.01% 5348
2025
Q4 		$1K Hold
32
– – ﹤0.01% 5301
2025
Q3 		$1K Hold
32
– – ﹤0.01% 5204
2025
Q2 		$1K Hold
32
– – ﹤0.01% 5084
2025
Q1 		$1K Hold
32
– – ﹤0.01% 5005
2024
Q4 		$1K Buy
+32
New +$1.4K ﹤0.01% 4830
2024
Q3 		– Sell
-17
Closed -$1K – 5174
2024
Q2 		$1K Hold
17
– – ﹤0.01% 4508
2024
Q1 		$1K Hold
17
– – ﹤0.01% 4230
2023
Q4 		$1K Buy
+17
New +$735 ﹤0.01% 4058

Other funds holding UTEN

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

Carson Wealth (CWM LLC)'s UTEN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its US Treasury 10 Year Note ETF (UTEN) position steady in Q1 2026 at 32 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5348.

Carson Wealth (CWM LLC) first reported a position in UTEN in Q4 2023 and has held it in 9 quarters since. 51 funds tracked by Wall St. Rank hold UTEN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 32 shares of US Treasury 10 Year Note ETF worth $1.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its US Treasury 10 Year Note ETF share count unchanged in Q1 2026.
  • US Treasury 10 Year Note ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5348 holding.
  • Carson Wealth (CWM LLC) first reported a position in US Treasury 10 Year Note ETF in Q4 2023 and has held it in 9 quarters since.
  • 51 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.