F/M Investments’s US Treasury 10 Year Note ETF UTEN Stock Holding History

F/M Investments’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	$507K	Buy	11,620 +5,621	+94%	+$248K	0.03%	230
2025 Q4	$264K	Sell	5,999 -2,613	-30%	-$116K	0.01%	403
2025 Q3	$381K	Buy	8,612 +1,296	+18%	+$56.7K	0.01%	354
2025 Q2	$321K	Sell	7,316 -1,829	-20%	-$79.3K	0.01%	361
2025 Q1	$402K	Hold	9,145	–	–	0.02%	338
2024 Q4	$389K	Sell	9,145 -85,142	-90%	-$3.72M	0.01%	339
2024 Q3	$4.3M	Buy	+94,287	New	+$4.23M	0.14%	176
2024 Q2	–	Sell	-10,904	Closed	-$480K	–	341
2024 Q1	$480K	Sell	10,904 -247,656	-96%	-$10.9M	0.32%	47
2023 Q4	$11.7M	Buy	258,560 +249,753	+2,836%	+$10.8M	6.62%	2
2023 Q3	$378K	Buy	8,807 +619	+8%	+$27.4K	0.28%	55
2023 Q2	$373K	Sell	8,188 -226	-3%	-$10.5K	0.27%	56
2023 Q1	$394K	Buy	8,414 +2,760	+49%	+$127K	0.4%	43
2022 Q4	$256K	Sell	5,654 -18,155	-76%	-$828K	0.31%	48
2022 Q3	$1.09M	Buy	+23,809	New	+$1.14M	1.77%	23

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

F/M Investments's UTEN Position: Q1 2026 in Review

F/M Investments increased its US Treasury 10 Year Note ETF (UTEN) stake by 94% in Q1 2026, buying an estimated $248K and bringing the position to 11,620 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #230.

F/M Investments first reported a position in UTEN in Q3 2022 and has held it in 14 quarters since. The position peaked at $11.7M in Q4 2023. 51 funds tracked by Wall St. Rank hold UTEN as of Q1 2026.

F/M Investments held 11,620 shares of US Treasury 10 Year Note ETF worth $507K as of Q1 2026.
F/M Investments bought 5,621 US Treasury 10 Year Note ETF shares in Q1 2026, an estimated $248K.
US Treasury 10 Year Note ETF made up 0.03% of F/M Investments's portfolio in Q1 2026, its #230 holding.
F/M Investments first reported a position in US Treasury 10 Year Note ETF in Q3 2022 and has held it in 14 quarters since.
F/M Investments's US Treasury 10 Year Note ETF position peaked at $11.7M in Q4 2023.
51 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.