Empirical Asset Management’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Empirical Asset 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 Q1	$704K	Sell	16,137 -104,706	-87%	-$4.61M	0.19%	149
2025 Q4	$803K	Sell	120,843 -12,253	-9%	-$544K	0.23%	121
2025 Q3	$1.35M	Buy	133,096 +35,023	+36%	+$1.53M	0.37%	62
2025 Q2	$4.31M	Buy	98,073 +4,310	+5%	+$187K	1.33%	10
2025 Q1	$4.12M	Buy	93,763 +13,371	+17%	+$576K	1.4%	11
2024 Q4	$3.42M	Buy	80,392 +4,612	+6%	+$201K	1.13%	11
2024 Q3	$3.44M	Buy	75,780 +19,190	+34%	+$860K	1.23%	11
2024 Q2	$2.46M	Buy	56,590 +6,343	+13%	+$274K	0.93%	16
2024 Q1	$2.21M	Buy	50,247 +1,769	+4%	+$78.2K	1.07%	15
2023 Q4	$2.19M	Sell	48,478 -1,401	-3%	-$60.6K	1.78%	6
2023 Q3	$2.14M	Buy	49,879 +1,906	+4%	+$84.4K	1.86%	5
2023 Q2	$2.18M	Buy	47,973 +2,505	+6%	+$116K	1.93%	5
2023 Q1	$2.13M	Buy	+45,468	New	+$2.1M	2.04%	5

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

Empirical Asset Management's UTEN Position: Q1 2026 in Review

Empirical Asset Management reduced its US Treasury 10 Year Note ETF (UTEN) stake by 87% in Q1 2026, selling an estimated $4.61M and leaving 16,137 shares worth $704K. The position accounts for 0.19% of the portfolio, ranked #149.

Empirical Asset Management first reported a position in UTEN in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.31M in Q2 2025. 51 funds tracked by Wall St. Rank hold UTEN as of Q1 2026.

Empirical Asset Management held 16,137 shares of US Treasury 10 Year Note ETF worth $704K as of Q1 2026.
Empirical Asset Management sold 104,706 US Treasury 10 Year Note ETF shares in Q1 2026, an estimated $4.61M.
US Treasury 10 Year Note ETF made up 0.19% of Empirical Asset Management's portfolio in Q1 2026, its #149 holding.
Empirical Asset Management first reported a position in US Treasury 10 Year Note ETF in Q1 2023 and has held it in 13 quarters since.
Empirical Asset Management's US Treasury 10 Year Note ETF position peaked at $4.31M in Q2 2025.
51 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.