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 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 $151M AUM 20.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

PWA

Perspective Wealth Advisors Loveland, Colorado $154M AUM

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Curran Financial Partners's UTRE Position: Q1 2026 in Review

Curran Financial Partners reduced its US Treasury 3 Year Note ETF (UTRE) stake by 20% in Q1 2026, selling an estimated $226K and leaving 18,690 shares worth $925K. The position accounts for 0.17% of the portfolio, ranked #65.

Curran Financial Partners first reported a position in UTRE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q4 2025. 12 funds tracked by Wall St. Rank hold UTRE as of Q1 2026.

Curran Financial Partners held 18,690 shares of US Treasury 3 Year Note ETF worth $925K as of Q1 2026.
Curran Financial Partners sold 4,541 US Treasury 3 Year Note ETF shares in Q1 2026, an estimated $226K.
US Treasury 3 Year Note ETF made up 0.17% of Curran Financial Partners's portfolio in Q1 2026, its #65 holding.
Curran Financial Partners first reported a position in US Treasury 3 Year Note ETF in Q3 2024 and has held it in 7 quarters since.
Curran Financial Partners's US Treasury 3 Year Note ETF position peaked at $1.16M in Q4 2025.
12 funds tracked by Wall St. Rank held US Treasury 3 Year Note ETF as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.