Curran Financial Partners’s US Treasury 3 Year Note ETF UTRE Stock Holding History

Curran Financial Partners’s Portfolio UTRE Stock Details UTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$883K	Sell	18,008 -682	-4%	-$33.6K	0.13%	76
2026 Q1	$925K	Sell	18,690 -4,541	-20%	-$226K	0.17%	65
2025 Q4	$1.16M	Buy	23,231 +2,586	+13%	+$129K	0.22%	56
2025 Q3	$1.03M	Buy	20,645 +4,773	+30%	+$237K	0.2%	65
2025 Q2	$790K	Buy	15,872 +4,444	+39%	+$220K	0.17%	66
2025 Q1	$566K	Sell	11,428 -989	-8%	-$48.6K	0.14%	63
2024 Q4	$607K	Sell	12,417 -2,259	-15%	-$111K	0.16%	61
2024 Q3	$733K	Buy	+14,676	New	+$727K	0.21%	60

Other funds holding UTRE

CCM

Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curran Financial Partners's UTRE Position: Q2 2026 in Review

Curran Financial Partners reduced its US Treasury 3 Year Note ETF (UTRE) stake by 3.6% in Q2 2026, selling an estimated $33.6K and leaving 18,008 shares worth $883K. The position accounts for 0.13% of the portfolio, ranked #76.

Curran Financial Partners first reported a position in UTRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.16M in Q4 2025. 8 funds tracked by Wall St. Rank hold UTRE as of Q2 2026.

Curran Financial Partners held 18,008 shares of US Treasury 3 Year Note ETF worth $883K as of Q2 2026.
Curran Financial Partners sold 682 US Treasury 3 Year Note ETF shares in Q2 2026, an estimated $33.6K.
US Treasury 3 Year Note ETF made up 0.13% of Curran Financial Partners's portfolio in Q2 2026, its #76 holding.
Curran Financial Partners first reported a position in US Treasury 3 Year Note ETF in Q3 2024 and has held it in 8 quarters since.
Curran Financial Partners's US Treasury 3 Year Note ETF position peaked at $1.16M in Q4 2025.
8 funds tracked by Wall St. Rank held US Treasury 3 Year Note ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.