Crew Capital Management’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Crew Capital 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 Q2	$1.81M	Buy	41,831 +9,018	+27%	+$391K	0.99%	31
2026 Q1	$1.43M	Buy	32,813 +713	+2%	+$31.4K	0.95%	30
2025 Q4	$1.41M	Buy	32,100 +4,376	+16%	+$194K	0.89%	31
2025 Q3	$1.23M	Buy	27,724 +2,259	+9%	+$98.9K	0.82%	33
2025 Q2	$1.12M	Buy	25,465 +20,226	+386%	+$877K	0.8%	33
2025 Q1	$230K	Buy	+5,239	New	+$226K	0.19%	136

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

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

Crew Capital Management's UTEN Position: Q2 2026 in Review

Crew Capital Management increased its US Treasury 10 Year Note ETF (UTEN) stake by 27% in Q2 2026, buying an estimated $391K and bringing the position to 41,831 shares worth $1.81M. The position accounts for 0.99% of the portfolio, ranked #31.

Crew Capital Management first reported a position in UTEN in Q1 2025 and has held it in 6 quarters since. 54 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

Crew Capital Management held 41,831 shares of US Treasury 10 Year Note ETF worth $1.81M as of Q2 2026.
Crew Capital Management bought 9,018 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $391K.
US Treasury 10 Year Note ETF made up 0.99% of Crew Capital Management's portfolio in Q2 2026, its #31 holding.
Crew Capital Management first reported a position in US Treasury 10 Year Note ETF in Q1 2025 and has held it in 6 quarters since.
54 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on Crew Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.