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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
Q2 		$518K Buy
11,980
+360
+3% +$15.6K 0.03% 253
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

EH
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
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

F/M Investments's UTEN Position: Q2 2026 in Review

F/M Investments increased its US Treasury 10 Year Note ETF (UTEN) stake by 3.1% in Q2 2026, buying an estimated $15.6K and bringing the position to 11,980 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #253.

F/M Investments first reported a position in UTEN in Q3 2022 and has held it in 15 quarters since. The position peaked at $11.7M in Q4 2023. 54 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

  • F/M Investments held 11,980 shares of US Treasury 10 Year Note ETF worth $518K as of Q2 2026.
  • F/M Investments bought 360 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $15.6K.
  • US Treasury 10 Year Note ETF made up 0.03% of F/M Investments's portfolio in Q2 2026, its #253 holding.
  • F/M Investments first reported a position in US Treasury 10 Year Note ETF in Q3 2022 and has held it in 15 quarters since.
  • F/M Investments's US Treasury 10 Year Note ETF position peaked at $11.7M in Q4 2023.
  • 54 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.