EWA
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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
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

EH
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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM

EverSource Wealth Advisors's UTEN Position: Q1 2026 in Review

EverSource Wealth Advisors increased its US Treasury 10 Year Note ETF (UTEN) stake by 10% in Q1 2026, buying an estimated $10.1K and bringing the position to 2,452 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

EverSource Wealth Advisors first reported a position in UTEN in Q1 2024 and has held it in 9 quarters since. 51 funds tracked by Wall St. Rank hold UTEN as of Q1 2026.

  • EverSource Wealth Advisors held 2,452 shares of US Treasury 10 Year Note ETF worth $107K as of Q1 2026.
  • EverSource Wealth Advisors bought 230 US Treasury 10 Year Note ETF shares in Q1 2026, an estimated $10.1K.
  • US Treasury 10 Year Note ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1393 holding.
  • EverSource Wealth Advisors first reported a position in US Treasury 10 Year Note ETF in Q1 2024 and has held it in 9 quarters since.
  • 51 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.