DHJJ Financial Advisors’s US Treasury 10 Year Note ETF UTEN Stock Holding History

DHJJ Financial Advisors’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	$93	Hold	2	–	–	﹤0.01%	1044
2025 Q4	$94	Hold	2	–	–	﹤0.01%	1002
2025 Q3	$94	Hold	2	–	–	﹤0.01%	968
2025 Q2	$93	Hold	2	–	–	﹤0.01%	940
2025 Q1	$92	Hold	2	–	–	﹤0.01%	895
2024 Q4	$89	Hold	2	–	–	﹤0.01%	865
2024 Q3	$93	Hold	2	–	–	﹤0.01%	844
2024 Q2	$88	Hold	2	–	–	﹤0.01%	800
2024 Q1	$89	Hold	2	–	–	﹤0.01%	783
2023 Q4	$91	Hold	2	–	–	﹤0.01%	774
2023 Q3	$86	Buy	+2	New	+$89	﹤0.01%	774

Other funds holding UTEN

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

DHJJ Financial Advisors's UTEN Position: Q1 2026 in Review

DHJJ Financial Advisors held its US Treasury 10 Year Note ETF (UTEN) position steady in Q1 2026 at 2 shares worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

DHJJ Financial Advisors first reported a position in UTEN in Q3 2023 and has held it in 11 quarters since. The position peaked at $94 in Q4 2025. 51 funds tracked by Wall St. Rank hold UTEN as of Q1 2026.

DHJJ Financial Advisors held 2 shares of US Treasury 10 Year Note ETF worth $93 as of Q1 2026.
DHJJ Financial Advisors 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 DHJJ Financial Advisors's portfolio in Q1 2026, its #1044 holding.
DHJJ Financial Advisors first reported a position in US Treasury 10 Year Note ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's US Treasury 10 Year Note ETF position peaked at $94 in Q4 2025.
51 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.