Commonwealth Equity Services’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Commonwealth Equity Services’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 Q2	$4.74M	Buy	109,688 +2,349	+2%	+$102K	0.01%	1439
2026 Q1	$4.68M	Sell	107,339 -5,581	-5%	-$246K	0.01%	1379
2025 Q4	$4.97M	Buy	112,920 +1,846	+2%	+$81.9K	0.01%	1325
2025 Q3	$4.91M	Buy	111,074 +7,061	+7%	+$309K	0.01%	1357
2025 Q2	$4.57M	Sell	104,013 -2,402	-2%	-$104K	0.01%	1387
2025 Q1	$4.67M	Sell	106,415 -15,142	-12%	-$652K	0.01%	1315
2024 Q4	$5.18M	Buy	121,557 +17,591	+17%	+$768K	0.01%	1216
2024 Q3	$4.72M	Buy	103,966 +8,517	+9%	+$382K	0.01%	1254
2024 Q2	$4.15M	Sell	95,449 -899	-0.9%	-$38.8K	0.01%	1301
2024 Q1	$4.24M	Buy	96,348 +75,862	+370%	+$3.35M	0.01%	1279
2023 Q4	$924K	Buy	+20,486	New	+$886K	﹤0.01%	2239

Other funds holding UTEN

Equitable Holdings New York $16.7B AUM 24.23% 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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services's UTEN Position: Q2 2026 in Review

Commonwealth Equity Services increased its US Treasury 10 Year Note ETF (UTEN) stake by 2.2% in Q2 2026, buying an estimated $102K and bringing the position to 109,688 shares worth $4.74M. The position accounts for 0.01% of the portfolio, ranked #1439.

Commonwealth Equity Services first reported a position in UTEN in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.18M in Q4 2024. 54 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

Commonwealth Equity Services held 109,688 shares of US Treasury 10 Year Note ETF worth $4.74M as of Q2 2026.
Commonwealth Equity Services bought 2,349 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $102K.
US Treasury 10 Year Note ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1439 holding.
Commonwealth Equity Services first reported a position in US Treasury 10 Year Note ETF in Q4 2023 and has held it in 11 quarters since.
Commonwealth Equity Services's US Treasury 10 Year Note ETF position peaked at $5.18M in Q4 2024.
54 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.