F/M Investments’s US Treasury 3 Year Note ETF UTRE Stock Holding History

F/M Investments’s Portfolio UTRE Stock Details UTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$314K	Buy	6,352 +143	+2%	+$7.12K	0.02%	285
2025 Q4	$309K	Hold	6,209	–	–	0.01%	376
2025 Q3	$309K	Buy	6,209 +1,016	+20%	+$50.5K	0.01%	370
2025 Q2	$259K	Buy	5,193 +100	+2%	+$4.95K	0.01%	372
2025 Q1	$252K	Hold	5,093	–	–	0.01%	370
2024 Q4	$249K	Buy	+5,093	New	+$250K	0.01%	378
2024 Q1	–	Sell	-141,167	Closed	-$6.98M	–	100
2023 Q4	$6.98M	Buy	+141,167	New	+$6.89M	3.96%	6

Other funds holding UTRE

CCM

Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

PWA

Perspective Wealth Advisors Loveland, Colorado $154M AUM

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

F/M Investments increased its US Treasury 3 Year Note ETF (UTRE) stake by 2.3% in Q1 2026, buying an estimated $7.12K and bringing the position to 6,352 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #285.

F/M Investments first reported a position in UTRE in Q4 2023 and has held it in 7 quarters since. The position peaked at $6.98M in Q4 2023. 12 funds tracked by Wall St. Rank hold UTRE as of Q1 2026.

F/M Investments held 6,352 shares of US Treasury 3 Year Note ETF worth $314K as of Q1 2026.
F/M Investments bought 143 US Treasury 3 Year Note ETF shares in Q1 2026, an estimated $7.12K.
US Treasury 3 Year Note ETF made up 0.02% of F/M Investments's portfolio in Q1 2026, its #285 holding.
F/M Investments first reported a position in US Treasury 3 Year Note ETF in Q4 2023 and has held it in 7 quarters since.
F/M Investments's US Treasury 3 Year Note ETF position peaked at $6.98M in Q4 2023.
12 funds tracked by Wall St. Rank held US Treasury 3 Year Note ETF as of Q1 2026.

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