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

Envestnet 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 Q2	$1.78M	Buy	41,281 +365	+0.9%	+$15.8K	﹤0.01%	3238
2026 Q1	$1.78M	Buy	+40,916	New	+$1.8M	﹤0.01%	3088
2025 Q3	–	Sell	-4,904	Closed	-$215K	–	4686
2025 Q2	$215K	Sell	4,904 -147	-3%	-$6.37K	﹤0.01%	4200
2025 Q1	$222K	Sell	5,051 -4,962	-50%	-$214K	﹤0.01%	4095
2024 Q4	$426K	Sell	10,013 -1,534	-13%	-$67K	﹤0.01%	3668
2024 Q3	$525K	Buy	+11,547	New	+$518K	﹤0.01%	3522

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

Envestnet Asset Management's UTEN Position: Q2 2026 in Review

Envestnet Asset Management increased its US Treasury 10 Year Note ETF (UTEN) stake by 0.89% in Q2 2026, buying an estimated $15.8K and bringing the position to 41,281 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #3238.

Envestnet Asset Management first reported a position in UTEN in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.78M in Q1 2026. 54 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

Envestnet Asset Management held 41,281 shares of US Treasury 10 Year Note ETF worth $1.78M as of Q2 2026.
Envestnet Asset Management bought 365 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $15.8K.
US Treasury 10 Year Note ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3238 holding.
Envestnet Asset Management first reported a position in US Treasury 10 Year Note ETF in Q3 2024 and has held it in 6 quarters since.
Envestnet Asset Management's US Treasury 10 Year Note ETF position peaked at $1.78M in Q1 2026.
54 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

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