EverSource Wealth Advisors’s US Treasury 10 Year Note ETF UTEN Stock Holding History

EverSource Wealth 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 Q2	$146K	Buy	3,378 +926	+38%	+$40.1K	﹤0.01%	1186
2026 Q1	$107K	Buy	2,452 +230	+10%	+$10.1K	﹤0.01%	1393
2025 Q4	$97.9K	Sell	2,222 -7	-0.3%	-$311	﹤0.01%	1320
2025 Q3	$98.6K	Buy	2,229 +747	+50%	+$32.7K	﹤0.01%	1287
2025 Q2	$65.1K	Sell	1,482 -95	-6%	-$4.12K	﹤0.01%	1456
2025 Q1	$69.2K	Sell	1,577 -66	-4%	-$2.84K	﹤0.01%	1077
2024 Q4	$70K	Sell	1,643 -137	-8%	-$5.98K	﹤0.01%	1039
2024 Q3	$80.9K	Buy	1,780 +94	+6%	+$4.21K	0.01%	870
2024 Q2	$75.1K	Buy	1,686 +125	+8%	+$5.39K	0.01%	911
2024 Q1	$66.2K	Buy	+1,561	New	+$69K	0.01%	869

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

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

EverSource Wealth Advisors's UTEN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its US Treasury 10 Year Note ETF (UTEN) stake by 38% in Q2 2026, buying an estimated $40.1K and bringing the position to 3,378 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

EverSource Wealth Advisors first reported a position in UTEN in Q1 2024 and has held it in 10 quarters since. 53 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

EverSource Wealth Advisors held 3,378 shares of US Treasury 10 Year Note ETF worth $146K as of Q2 2026.
EverSource Wealth Advisors bought 926 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $40.1K.
US Treasury 10 Year Note ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1186 holding.
EverSource Wealth Advisors first reported a position in US Treasury 10 Year Note ETF in Q1 2024 and has held it in 10 quarters since.
53 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.