Equitable Holdings’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Equitable Holdings’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	$37.2M	Buy	845,161 +146,887	+21%	+$6.47M	0.24%	93
2025 Q4	$30.8M	Buy	698,274 +22,878	+3%	+$1.02M	0.21%	105
2025 Q3	$29.9M	Buy	675,396 +37,827	+6%	+$1.66M	0.22%	102
2025 Q2	$28M	Sell	637,569 -124,071	-16%	-$5.38M	0.23%	93
2025 Q1	$33.4M	Buy	761,640 +19,784	+3%	+$852K	0.32%	73
2024 Q4	$31.6M	Buy	741,856 +166,389	+29%	+$7.26M	0.3%	76
2024 Q3	$26.2M	Buy	575,467 +33,421	+6%	+$1.5M	0.25%	83
2024 Q2	$23.6M	Buy	+542,046	New	+$23.4M	0.25%	83

Other funds holding UTEN

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 $1.66T 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 $445B AUM 25.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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

Equitable Holdings's UTEN Position: Q1 2026 in Review

Equitable Holdings increased its US Treasury 10 Year Note ETF (UTEN) stake by 21% in Q1 2026, buying an estimated $6.47M and bringing the position to 845,161 shares worth $37.2M. The position accounts for 0.24% of the portfolio, ranked #93.

Equitable Holdings first reported a position in UTEN in Q2 2024 and has held it in 8 quarters since. 51 funds tracked by Wall St. Rank hold UTEN as of Q1 2026.

Equitable Holdings held 845,161 shares of US Treasury 10 Year Note ETF worth $37.2M as of Q1 2026.
Equitable Holdings bought 146,887 US Treasury 10 Year Note ETF shares in Q1 2026, an estimated $6.47M.
US Treasury 10 Year Note ETF made up 0.24% of Equitable Holdings's portfolio in Q1 2026, its #93 holding.
Equitable Holdings first reported a position in US Treasury 10 Year Note ETF in Q2 2024 and has held it in 8 quarters since.
51 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.